REDW Wealth’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
$372K Sell
4,124
-466
-10% -$42K 0.15% 69
2025
Q1
$320K Buy
4,590
+245
+6% +$17.1K 0.12% 74
2024
Q4
$315K Sell
4,345
-2,803
-39% -$203K 0.11% 75
2024
Q3
$528K Buy
7,148
+1,789
+33% +$132K 0.14% 83
2024
Q2
$366K Buy
+5,359
New +$366K 0.1% 109