Dynasty Wealth Management’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 | $163M | Sell |
2,362,961
-1,838,084
| -44% | -$127M | 2.79% | 14 |
|
|
2025
Q1 | $214M | Buy |
4,201,045
+1,538,002
| +58% | +$78.4M | 3.57% | 11 |
|
|
2024
Q4 | $193M | Buy |
2,663,043
+1,932,424
| +264% | +$140M | 3.33% | 10 |
|
|
2024
Q3 | $54M | Sell |
730,619
-27,210
| -4% | -$2.01M | 1.63% | 15 |
|
|
2024
Q2 | $51.7M | Sell |
757,829
-16,670
| -2% | -$1.14M | 1.52% | 18 |
|
|
2024
Q1 | $53M | Buy |
+774,499
| New | +$53M | 1.69% | 15 |
|