AFG
PWRD
Albion Financial Group’s TCW Transform Systems ETF PWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Buy |
73,791
+8,428
| +13% | +$760K | 0.43% | 57 |
|
|
2025
Q1 | $4.56M | Buy |
65,363
+1,142
| +2% | +$79.7K | 0.32% | 65 |
|
|
2024
Q4 | $4.66M | Buy |
64,221
+24,743
| +63% | +$1.8M | 0.32% | 62 |
|
|
2024
Q3 | $2.92M | Buy |
39,478
+3,074
| +8% | +$227K | 0.2% | 76 |
|
|
2024
Q2 | $2.48M | Buy |
36,404
+223
| +0.6% | +$15.2K | 0.19% | 74 |
|
|
2024
Q1 | $2.48M | Buy |
36,181
+2,243
| +7% | +$153K | 0.19% | 73 |
|
|
2023
Q4 | $1.93M | Buy |
33,938
+507
| +2% | +$28.8K | 0.16% | 74 |
|
|
2023
Q3 | $1.71M | Buy |
33,431
+32,808
| +5,266% | +$1.68M | 0.16% | 76 |
|
|
2023
Q2 | $32.6K | Buy |
+623
| New | +$32.6K | ﹤0.01% | 245 |
|