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True Wealth Design’s SWK Holdings SWKH Stock Holding History

True Wealth Design’s Portfolio SWKH Stock Details SWKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$209 – 2815
2025
Q1 		$209 Buy
15
+5
+50% +$70 ﹤0.01% 1933
2024
Q4 		$127 Buy
+10
New +$127 ﹤0.01% 1266