True Wealth Design’s 1st Source SRCE Stock Holding History

True Wealth Design’s Portfolio SRCE Stock Details SRCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.42K	Buy
2025 Q2	–	Sell
2025 Q1	$4.49K	Sell
2024 Q4	$6.31K	Hold
2024 Q3	$6.47K	Buy