Atria Wealth Solutions’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 | – | Sell |
-12,031
| Closed | -$787K | – | 1907 |
|
|
2025
Q1 | $787K | Buy |
12,031
+58
| +0.5% | +$3.79K | 0.01% | 970 |
|
|
2024
Q4 | $824K | Sell |
11,973
-3,123
| -21% | -$215K | 0.01% | 1001 |
|
|
2024
Q3 | $1.01M | Buy |
15,096
+4,705
| +45% | +$315K | 0.01% | 906 |
|
|
2024
Q2 | $661K | Buy |
10,391
+1,022
| +11% | +$65K | 0.01% | 1080 |
|
|
2024
Q1 | $574K | Buy |
9,369
+4,503
| +93% | +$276K | 0.01% | 1193 |
|
|
2023
Q4 | $271K | Buy |
+4,866
| New | +$271K | ﹤0.01% | 1556 |
|