TWD
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True Wealth Design’s Haverty Furniture Companies HVT Stock Holding History

True Wealth Design’s Portfolio HVT Stock Details HVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$326 Sell
16
-279
-95% -$5.69K ﹤0.01% 1897
2025
Q1 		$5.82K Buy
295
+111
+60% +$2.19K ﹤0.01% 639
2024
Q4 		$4.1K Buy
+184
New +$4.1K ﹤0.01% 566