Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$3.35K | – | 1004 |
|
|
2024
Q3 | $3.35K | Hold |
50
| – | – | ﹤0.01% | 907 |
|
|
2024
Q2 | $3.18K | Hold |
50
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $3.06K | Hold |
50
| – | – | ﹤0.01% | 626 |
|
|
2023
Q4 | $2.78K | Hold |
50
| – | – | ﹤0.01% | 655 |
|
|
2023
Q3 | $2.49K | Hold |
50
| – | – | ﹤0.01% | 675 |
|
|
2023
Q2 | $2.58K | Hold |
50
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $2.38K | Hold |
50
| – | – | ﹤0.01% | 721 |
|
|
2022
Q4 | $2.21K | Hold |
50
| – | – | ﹤0.01% | 709 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 655 |
|