TWD
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True Wealth Design’s HCI Group HCI Stock Holding History

True Wealth Design’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.2K Hold
21
– – ﹤0.01% 985
2025
Q1 		$3.13K Hold
21
– – ﹤0.01% 839
2024
Q4 		$2.45K Sell
21
-13
-38% -$1.52K ﹤0.01% 687
2024
Q3 		$3.64K Buy
+34
New +$3.64K ﹤0.01% 642