Napa Wealth Management’s TCW Transform Systems ETF PWRD Stock Holding History

Napa Wealth Management’s Portfolio PWRD Stock Details PWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$800K	Buy
2025 Q1	$444K	Sell
2024 Q4	$510K	Buy
2024 Q3	$500K	Buy
2024 Q2	$447K	Buy