TWD
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True Wealth Design’s WEX WEX Stock Holding History

True Wealth Design’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.06K Buy
14
+11
+367% +$1.62K ﹤0.01% 1173
2025
Q1 		$472 Sell
3
-30
-91% -$4.72K ﹤0.01% 1560
2024
Q4 		$5.79K Buy
+33
New +$5.79K ﹤0.01% 509