TWD
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True Wealth Design’s LendingTree TREE Stock Holding History

True Wealth Design’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-103
Closed -$5.18K – 2824
2025
Q1 		$5.18K Buy
103
+83
+415% +$4.17K ﹤0.01% 676
2024
Q4 		$775 Sell
20
-54
-73% -$2.09K ﹤0.01% 1005
2024
Q3 		$4.3K Buy
+74
New +$4.3K ﹤0.01% 593