TWD
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True Wealth Design’s DoubleVerify DV Stock Holding History

True Wealth Design’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.3K Buy
1,156
+543
+89% +$8.13K 0.01% 418
2025
Q1 		$8.2K Sell
613
-1,474
-71% -$19.7K ﹤0.01% 537
2024
Q4 		$40.1K Buy
2,087
+354
+20% +$6.8K 0.02% 206
2024
Q3 		$29.2K Buy
+1,733
New +$29.2K 0.01% 259