TWD
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True Wealth Design’s Smith-Midland SMID Stock Holding History

True Wealth Design’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$34 Hold
1
– – ﹤0.01% 2449
2025
Q1 		$32 Buy
+1
New +$32 ﹤0.01% 2500