True Wealth Design’s Comerica CMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.49K	Buy
2025 Q2	$239	Buy
2025 Q1	$119	Sell
2024 Q4	$14.3K	Buy
2024 Q3	$1.86K	Buy