True Wealth Design’s CoreCard CCRD Stock Holding History

True Wealth Design’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5	Closed	-$135	–	2616
2025 Q3	$135	Buy	+5	New	+$138	﹤0.01%	2389

True Wealth Design's CCRD Position: Q4 2025 in Review

True Wealth Design sold out of CoreCard (CCRD) in Q4 2025, closing a stake of 5 shares — an estimated $135 sold.

True Wealth Design first reported a position in CCRD in Q3 2025 and held it in 1 quarter. The position peaked at $135 in Q3 2025. 0 funds tracked by Wall St. Rank hold CCRD as of Q4 2025.

True Wealth Design reported no remaining CoreCard position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 5 CoreCard shares in Q4 2025, an estimated $135.
True Wealth Design first reported a position in CoreCard in Q3 2025 and held it in 1 quarter.
True Wealth Design's CoreCard position peaked at $135 in Q3 2025.
0 funds tracked by Wall St. Rank held CoreCard as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.