TWD
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True Wealth Design’s Root ROOT Stock Holding History

True Wealth Design’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9
Closed -$341 – 1493
2024
Q3 		$341 Buy
+9
New +$341 ﹤0.01% 1143