TWD
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True Wealth Design’s Stifel SF Stock Holding History

True Wealth Design’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.84K Sell
37
-34
-48% -$3.53K ﹤0.01% 910
2025
Q1 		$6.69K Buy
+71
New +$6.69K ﹤0.01% 590