TWD
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True Wealth Design’s EverQuote EVER Stock Holding History

True Wealth Design’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.34K Buy
262
+76
+41% +$1.84K ﹤0.01% 723
2025
Q1 		$4.87K Buy
186
+145
+354% +$3.8K ﹤0.01% 693
2024
Q4 		$820 Sell
41
-128
-76% -$2.56K ﹤0.01% 989
2024
Q3 		$3.57K Buy
+169
New +$3.57K ﹤0.01% 651