Signify 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.61M | Buy |
91,025
+4,847
| +6% | +$352K | 7.46% | 4 |
|
|
2024
Q3 | $6.37M | Buy |
86,178
+8,454
| +11% | +$625K | 7.81% | 3 |
|
|
2024
Q2 | $5.3M | Sell |
77,724
-2,839
| -4% | -$194K | 7.63% | 4 |
|
|
2024
Q1 | $5.51M | Buy |
80,563
+8,238
| +11% | +$564K | 9.14% | 3 |
|
|
2023
Q4 | $4.1M | Buy |
72,325
+25,498
| +54% | +$1.45M | 6.19% | 9 |
|
|
2023
Q3 | $2.4M | Buy |
+46,827
| New | +$2.4M | 3.22% | 11 |
|