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True Wealth Design, LLC → SVC

True Wealth Design, LLC SVC Position History

Service Properties Trust • Real Estate

Quarters held
4
Latest value
$2K
Q3 2026
Peak value
$3K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3K
Q4 2025$1K
Q1 2026$1K
Q3 2026$2K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2K372——
Q1 2026$1K880——
Q4 2025$1K563——
Q3 2025$3K1.2K——

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