TWD
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True Wealth Design’s Berry Corp BRY Stock Holding History

True Wealth Design’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$133 Sell
48
-82
-63% -$227 ﹤0.01% 2168
2025
Q1 		$418 Sell
130
-203
-61% -$653 ﹤0.01% 1619
2024
Q4 		$1.38K Buy
+333
New +$1.38K ﹤0.01% 836