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True Wealth Design’s Element Solutions ESI Stock Holding History

True Wealth Design’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.59K Sell
335
-1,413
-81% -$32K ﹤0.01% 671
2025
Q1 		$39.5K Buy
1,748
+638
+57% +$14.4K 0.02% 240
2024
Q4 		$28.2K Buy
1,110
+204
+23% +$5.19K 0.01% 271
2024
Q3 		$24.6K Buy
+906
New +$24.6K 0.01% 294