TWD
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True Wealth Design’s Ring Energy REI Stock Holding History

True Wealth Design’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$48 Sell
60
-161
-73% -$129 ﹤0.01% 2390
2025
Q1 		$255 Buy
221
+219
+10,950% +$253 ﹤0.01% 1854
2024
Q4 		$3 Buy
+2
New +$3 ﹤0.01% 1350