Werba Rubin Papier Wealth Management’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,854	Closed	-$206K	–	204
2024 Q4	$206K	Sell	3,854 -45	-1%	-$2.4K	0.05%	179
2024 Q3	$247K	Buy	+3,899	New	+$247K	0.06%	148