Centerline Wealth Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.26M Buy
69,459
+492
+0.7% +$44.4K 3.07% 15
2025
Q1
$4.81M Buy
68,967
+125
+0.2% +$8.72K 2.87% 16
2024
Q4
$5M Buy
+68,842
New +$5M 2.93% 14