TWD
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True Wealth Design’s Clear Secure YOU Stock Holding History

True Wealth Design’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-35
Closed -$933 – 2691
2024
Q4 		$933 Sell
35
-108
-76% -$2.88K ﹤0.01% 963
2024
Q3 		$4.74K Buy
+143
New +$4.74K ﹤0.01% 563