TWD
III icon

True Wealth Design’s Information Services Group III Stock Holding History

True Wealth Design’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.06K Buy
221
+5
+2% +$24 ﹤0.01% 1438
2025
Q1 		$845 Buy
216
+97
+82% +$379 ﹤0.01% 1331
2024
Q4 		$398 Buy
+119
New +$398 ﹤0.01% 1127