Joint shares owned by True Wealth Design
Historical chart of True Wealth Design investment in Joint
Tip: Access up to 7 years of quarterly data
All positions including Joint held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Joint by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $35 | 4 | 8.75 |
| 2025-09-30 | $334 | 35 | 9.54 |
| 2025-06-30 | $426 | 37 | 11.54 |
| 2025-03-31 | $63 | 5 | 12.60 |