Blue Bell Private Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $72.4K | Hold |
|
|||||
|
2025
Q2 | $67.1K | Hold |
|
|||||
|
2025
Q1 | $60.4K | Hold |
|
|||||
|
2024
Q4 | $63.5K | Hold |
|
|||||
|
2024
Q3 | $61.9K | Hold |
|
|||||
|
2024
Q2 | $58.7K | Hold |
|
|||||
|
2024
Q1 | $56.5K | Hold |
|
|||||
|
2023
Q4 | $51.3K | Hold |
|
|||||
|
2023
Q3 | $46K | Hold |
|
|||||
|
2023
Q2 | $47.6K | Hold |
|
|||||
|
2023
Q1 | $43.9K | Hold |
|
|||||
|
2022
Q4 | $40.8K | Hold |
|
|||||
|
2022
Q3 | $38K | Hold |
|
|||||
|
2022
Q2 | $40K | Hold |
|
|||||
|
2022
Q1 | $49K | Hold |
|
|||||
|
2021
Q4 | $52K | Buy |
|