RWA
PWRD
Roberts Wealth Advisors’s TCW Transform Systems ETF PWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Hold |
4,544
| – | – | 0.12% | 79 |
|
|
2025
Q1 | $317K | Hold |
4,544
| – | – | 0.1% | 88 |
|
|
2024
Q4 | $354K | Hold |
4,544
| – | – | 0.11% | 84 |
|
|
2024
Q3 | $339K | Hold |
4,544
| – | – | 0.11% | 82 |
|
|
2024
Q2 | $315K | Hold |
4,544
| – | – | 0.11% | 85 |
|
|
2024
Q1 | $306K | Buy |
+4,544
| New | +$306K | 0.11% | 83 |
|
|
2023
Q4 | – | Sell |
-4,544
| Closed | -$236K | – | 90 |
|
|
2023
Q3 | $236K | Buy |
+4,544
| New | +$236K | 0.1% | 85 |
|