White & Co Financial Planning’s TCW Flexible Income ETF FLXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.64M Sell
218,783
-791
-0.4% -$31.2K 6.91% 6
2025
Q1
$8.59M Buy
219,574
+6,700
+3% +$262K 7.41% 6
2024
Q4
$8.23M Buy
+212,874
New +$8.23M 6.98% 6