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True Wealth Design’s Webster Financial WBS Stock Holding History

True Wealth Design’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.59K Sell
84
-534
-86% -$29.2K ﹤0.01% 842
2025
Q1 		$31.9K Buy
+618
New +$31.9K 0.01% 265