TWD
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True Wealth Design’s SM Energy SM Stock Holding History

True Wealth Design’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.16K Buy
47
+44
+1,467% +$1.09K ﹤0.01% 1409
2025
Q1 		$90 Buy
+3
New +$90 ﹤0.01% 2230