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

Trademark Financial Management’s Portfolio PWRD Stock Details PWRD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$829K	Buy
2025 Q4	$799K	Buy
2025 Q3	$651K	Buy
2025 Q2	$598K	Buy
2025 Q1	–	Sell
2024 Q4	$302K	Buy
2024 Q3	$296K	Sell
2024 Q2	$350K	Buy