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True Wealth Design’s Comerica CMA Stock Holding History

True Wealth Design’s Portfolio CMA Stock Details CMA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$239 Buy
4
+2
+100% +$120 ﹤0.01% 2015
2025
Q1 		$119 Sell
2
-229
-99% -$13.6K ﹤0.01% 2137
2024
Q4 		$14.3K Buy
231
+200
+645% +$12.4K 0.01% 365
2024
Q3 		$1.86K Buy
+31
New +$1.86K ﹤0.01% 814