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True Wealth Design, LLC → TRS

True Wealth Design, LLC TRS Position History

TriMas Corporation • Industrials

Quarters held
5
Latest value
$618
Q3 2026
Peak value
$1K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$889
Q4 2025$1K
Q1 2026$935
Q2 2026$586
Q3 2026$618

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$61816——
Q2 2026$58613——
Q1 2026$93526——
Q4 2025$1K29——
Q3 2025$88923——

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