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True Wealth Design, LLC → PFIS
True Wealth Design, LLC PFIS Position History
Peoples Financial Services Corp. • Banking
Quarters held
5
Latest value
$405
Q3 2026
Peak value
$632
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $632 |
| Q4 2025 | $439 |
| Q1 2026 | $480 |
| Q2 2026 | $399 |
| Q3 2026 | $405 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $405 | 6 | — | — |
| Q2 2026 | $399 | 6 | — | — |
| Q1 2026 | $480 | 9 | — | — |
| Q4 2025 | $439 | 9 | — | — |
| Q3 2025 | $632 | 13 | — | — |