Milestone Investment Advisors’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
$246K Hold
7,033
0.06% 76
2025
Q1
$233K Sell
7,033
-1,450
-17% -$48K 0.06% 75
2024
Q4
$279K Buy
8,483
+848
+11% +$27.9K 0.08% 73
2024
Q3
$283K Hold
7,635
0.08% 74
2024
Q2
$260K Buy
+7,635
New +$260K 0.07% 71