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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.33K	Buy
2025 Q2	$1.06K	Buy
2025 Q1	$845	Buy
2024 Q4	$398	Buy