True Wealth Design’s Ponce Financial Group PDLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84 Buy
6
+1
+20% +$14 ﹤0.01% 2284
2025
Q1
$64 Buy
+5
New +$64 ﹤0.01% 2320