Roberts Wealth Advisors’s TCW Transform Systems ETF PWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $444K | Hold |
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|
2025
Q4 | $437K | Hold |
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|
2025
Q3 | $444K | Hold |
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|
2025
Q2 | $410K | Hold |
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|
2025
Q1 | $317K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $236K | Buy |
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