TWD
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True Wealth Design’s AvePoint AVPT Stock Holding History

True Wealth Design’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.82K Buy
146
+83
+132% +$1.6K ﹤0.01% 1029
2025
Q1 		$910 Buy
63
+13
+26% +$188 ﹤0.01% 1297
2024
Q4 		$826 Hold
50
– – ﹤0.01% 988
2024
Q3 		$589 Sell
50
-450
-90% -$5.3K ﹤0.01% 1072
2024
Q2 		$5.21K Buy
+500
New +$5.21K ﹤0.01% 279