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Whipplewood Advisors’s Realty Income O Stock Holding History

Whipplewood Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$200K Sell
3,470
-1,738
-33% -$100K 0.11% 169
2025
Q1 		$294K Buy
5,208
+112
+2% +$6.31K 0.17% 120
2024
Q4 		$272K Buy
+5,096
New +$272K 0.15% 126