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True Wealth Design’s Carriage Services CSV Stock Holding History

True Wealth Design’s Portfolio CSV Stock Details CSV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7
Closed -$230 – 1399
2024
Q3 		$230 Buy
+7
New +$230 ﹤0.01% 1187