Private Wealth Management Group’s TrueCar TRUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,000
Closed -$7.46K 1591
2024
Q4
$7.46K Sell
2,000
-262
-12% -$977 ﹤0.01% 588
2024
Q3
$7.8K Sell
2,262
-77
-3% -$266 ﹤0.01% 542
2024
Q2
$7.32K Sell
2,339
-38
-2% -$119 ﹤0.01% 552
2024
Q1
$8.06K Hold
2,377
﹤0.01% 473
2023
Q4
$8.23K Buy
+2,377
New +$8.23K ﹤0.01% 455