TCTWM
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Three Cord True Wealth Management’s Visa V Stock Holding History

Three Cord True Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-884
Closed -$310K – 32
2025
Q1 		$310K Buy
884
+40
+5% +$14K 0.27% 20
2024
Q4 		$267K Buy
+844
New +$267K 0.23% 24