TWD
WK icon

True Wealth Design’s Workiva WK Stock Holding History

True Wealth Design’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.94K Sell
43
-28
-39% -$1.92K ﹤0.01% 1015
2025
Q1 		$5.39K Buy
71
+59
+492% +$4.48K ﹤0.01% 662
2024
Q4 		$1.31K Hold
12
– – ﹤0.01% 850
2024
Q3 		$950 Buy
+12
New +$950 ﹤0.01% 987