TWD
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True Wealth Design’s Safety Insurance SAFT Stock Holding History

True Wealth Design’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$556 Buy
7
+1
+17% +$79 ﹤0.01% 1698
2025
Q1 		$474 Sell
6
-21
-78% -$1.66K ﹤0.01% 1559
2024
Q4 		$2.23K Buy
+27
New +$2.23K ﹤0.01% 711