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True Wealth Design’s AMES National ATLO Stock Holding History

True Wealth Design’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$624 Sell
35
-18
-34% -$321 ﹤0.01% 1646
2025
Q1 		$929 Buy
53
+20
+61% +$351 ﹤0.01% 1286
2024
Q4 		$543 Buy
+33
New +$543 ﹤0.01% 1081