Cyndeo Wealth Partners’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 | $4.8M | Buy |
53,193
+1,425
| +3% | +$128K | 0.28% | 97 |
|
|
2025
Q1 | $3.61M | Buy |
51,768
+2,892
| +6% | +$202K | 0.24% | 113 |
|
|
2024
Q4 | $3.55M | Sell |
48,876
-1,179
| -2% | -$85.6K | 0.24% | 106 |
|
|
2024
Q3 | $3.7M | Buy |
50,055
+1,433
| +3% | +$106K | 0.26% | 108 |
|
|
2024
Q2 | $3.32M | Buy |
48,622
+10,898
| +29% | +$743K | 0.26% | 112 |
|
|
2024
Q1 | $2.58M | Buy |
37,724
+15,775
| +72% | +$1.08M | 0.21% | 131 |
|
|
2023
Q4 | $1.25M | Buy |
+21,949
| New | +$1.25M | 0.12% | 172 |
|