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True Wealth Design’s ATI ATI Stock Holding History

True Wealth Design’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.81K Buy
21
+15
+250% +$1.3K ﹤0.01% 1222
2025
Q1 		$313 Buy
6
+5
+500% +$261 ﹤0.01% 1749
2024
Q4 		$56 Sell
1
-150
-99% -$8.4K ﹤0.01% 1307
2024
Q3 		$10.1K Buy
+151
New +$10.1K ﹤0.01% 419