TWD
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True Wealth Design’s Flushing Financial FFIC Stock Holding History

True Wealth Design’s Portfolio FFIC Stock Details FFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$131 Sell
11
-162
-94% -$1.93K ﹤0.01% 2176
2025
Q1 		$2.2K Buy
173
+126
+268% +$1.6K ﹤0.01% 977
2024
Q4 		$672 Sell
47
-86
-65% -$1.23K ﹤0.01% 1035
2024
Q3 		$1.94K Buy
+133
New +$1.94K ﹤0.01% 799