Back to MCHB
True Wealth Design, LLC → MCHB
True Wealth Design, LLC MCHB Position History
Mechanics Bancorp • Financial Services
Quarters held
5
Latest value
$340
Q3 2026
Peak value
$366
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $307 |
| Q4 2025 | $337 |
| Q1 2026 | $340 |
| Q2 2026 | $366 |
| Q3 2026 | $340 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $340 | 23 | — | — |
| Q2 2026 | $366 | 23 | — | — |
| Q1 2026 | $340 | 23 | — | — |
| Q4 2025 | $337 | 23 | — | — |
| Q3 2025 | $307 | 23 | — | — |