SPIA
PWRD

Steward Partners Investment Advisory’s TCW Transform Systems ETF PWRD Stock Holding History

Steward Partners Investment Advisory’s Portfolio PWRD Stock Details PWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$815K Sell
9,037
-217
-2% -$19.6K 0.01% 1071
2025
Q1 		$645K Buy
9,254
+1,530
+20% +$107K 0.01% 1111
2024
Q4 		$561K Buy
7,724
+6,469
+515% +$469K 0.01% 1100
2024
Q3 		$92.8K Buy
+1,255
New +$92.8K ﹤0.01% 1917