Advisornet Financial’s TCW Transform 500 ETF VOTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $70.9K | Buy |
975
+140
| +17% | +$10.2K | ﹤0.01% | 868 |
|
2025
Q1 | $54.6K | Buy |
835
+142
| +20% | +$9.28K | ﹤0.01% | 902 |
|
2024
Q4 | $47.7K | Buy |
693
+112
| +19% | +$7.7K | ﹤0.01% | 887 |
|
2024
Q3 | $38.9K | Buy |
581
+16
| +3% | +$1.07K | ﹤0.01% | 974 |
|
2024
Q2 | $35.9K | Buy |
565
+177
| +46% | +$11.3K | ﹤0.01% | 920 |
|
2024
Q1 | $23.8K | Buy |
388
+18
| +5% | +$1.1K | ﹤0.01% | 1027 |
|
2023
Q4 | $20.6K | Buy |
370
+29
| +9% | +$1.61K | ﹤0.01% | 1072 |
|
2023
Q3 | $17K | Buy |
341
+15
| +5% | +$748 | ﹤0.01% | 1085 |
|
2023
Q2 | $16.8K | Buy |
326
+13
| +4% | +$670 | ﹤0.01% | 1160 |
|
2023
Q1 | $14.9K | Buy |
313
+16
| +5% | +$761 | ﹤0.01% | 1175 |
|
2022
Q4 | $13.1K | Buy |
297
+41
| +16% | +$1.81K | ﹤0.01% | 1212 |
|
2022
Q3 | $11K | Buy |
256
+8
| +3% | +$344 | ﹤0.01% | 1303 |
|
2022
Q2 | $11K | Buy |
248
+16
| +7% | +$710 | ﹤0.01% | 1314 |
|
2022
Q1 | $12K | Buy |
232
+175
| +307% | +$9.05K | ﹤0.01% | 1390 |
|
2021
Q4 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 1770 |
|