GC Wealth Management RIA’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
$8.73M Sell
249,358
-5,113
-2% -$179K 0.71% 21
2025
Q1
$8.43M Sell
254,471
-70,546
-22% -$2.34M 1.55% 7
2024
Q4
$10.7M Sell
325,017
-46,684
-13% -$1.53M 1.88% 7
2024
Q3
$13.8M Buy
+371,701
New +$13.8M 2.4% 6