TWD
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True Wealth Design’s Compass COMP Stock Holding History

True Wealth Design’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-175
Closed -$1.53K – 2633
2025
Q1 		$1.53K Buy
175
+153
+695% +$1.34K ﹤0.01% 1106
2024
Q4 		$129 Sell
22
-583
-96% -$3.42K ﹤0.01% 1262
2024
Q3 		$3.7K Buy
+605
New +$3.7K ﹤0.01% 638