TWD
CTO

True Wealth Design’s CTO Realty Growth CTO Stock Holding History

True Wealth Design’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$346 Sell
20
-69
-78% -$1.19K ﹤0.01% 1877
2025
Q1 		$1.72K Sell
89
-183
-67% -$3.54K ﹤0.01% 1061
2024
Q4 		$5.36K Hold
272
– – ﹤0.01% 523
2024
Q3 		$5.17K Buy
+272
New +$5.17K ﹤0.01% 547