TFM
PWRD

Trademark Financial Management’s TCW Transform Systems ETF PWRD Stock Holding History

Trademark Financial Management’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 		$598K Buy
+6,630
New +$598K 0.37% 50
2025
Q1 		– Sell
-4,155
Closed -$302K – 99
2024
Q4 		$302K Buy
4,155
+149
+4% +$10.8K 0.24% 73
2024
Q3 		$296K Sell
4,006
-1,124
-22% -$83.1K 0.23% 72
2024
Q2 		$350K Buy
+5,130
New +$350K 0.28% 66