Capital Planning’s TCW Compounders ETF GRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49M | Sell |
213,767
-3,128
| -1% | -$110K | 2.35% | 16 |
|
|
2025
Q1 | $7.19M | Sell |
216,895
-6,316
| -3% | -$209K | 2.01% | 15 |
|
|
2024
Q4 | $7.33M | Buy |
223,211
+11,252
| +5% | +$370K | 1.92% | 17 |
|
|
2024
Q3 | $7.85M | Sell |
211,959
-7,366
| -3% | -$273K | 2.2% | 15 |
|
|
2024
Q2 | $7.48M | Buy |
+219,325
| New | +$7.48M | 2.24% | 15 |
|