True Wealth Design’s Loar Holdings LOAR Stock Holding History

True Wealth Design’s Portfolio LOAR Stock Details LOAR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$816	Sell
2025 Q3	$1.2K	Hold
2025 Q2	$1.29K	Hold
2025 Q1	$1.06K	Buy