TWD
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True Wealth Design’s Heritage Commerce HTBK Stock Holding History

True Wealth Design’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$100 Sell
10
-28
-74% -$280 ﹤0.01% 2237
2025
Q1 		$362 Buy
+38
New +$362 ﹤0.01% 1690