Cambridge Investment Research Advisors’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 | $5.44M | Buy |
74,782
+841
| +1% | +$61.2K | 0.02% | 803 |
|
|
2025
Q1 | $4.84M | Sell |
73,941
-4,159
| -5% | -$272K | 0.02% | 824 |
|
|
2024
Q4 | $5.37M | Sell |
78,100
-5,639
| -7% | -$388K | 0.02% | 765 |
|
|
2024
Q3 | $5.61M | Buy |
83,739
+1,761
| +2% | +$118K | 0.02% | 742 |
|
|
2024
Q2 | $5.21M | Sell |
81,978
-6,308
| -7% | -$401K | 0.02% | 737 |
|
|
2024
Q1 | $5.41M | Buy |
88,286
+9,127
| +12% | +$559K | 0.02% | 703 |
|
|
2023
Q4 | $4.4M | Sell |
79,159
-6,987
| -8% | -$389K | 0.02% | 764 |
|
|
2023
Q3 | $4.3M | Sell |
86,146
-4,145
| -5% | -$207K | 0.02% | 727 |
|
|
2023
Q2 | $4.66M | Sell |
90,291
-1,320
| -1% | -$68.1K | 0.02% | 694 |
|
|
2023
Q1 | $4.36M | Sell |
91,611
-1,102
| -1% | -$52.4K | 0.02% | 702 |
|
|
2022
Q4 | $4.1M | Sell |
92,713
-1,792
| -2% | -$79.2K | 0.02% | 690 |
|
|
2022
Q3 | $3.93M | Sell |
94,505
-1,134
| -1% | -$47.2K | 0.02% | 670 |
|
|
2022
Q2 | $4.19M | Sell |
95,639
-17,038
| -15% | -$746K | 0.02% | 661 |
|
|
2022
Q1 | $5.96M | Buy |
112,677
+4,534
| +4% | +$240K | 0.03% | 560 |
|
|
2021
Q4 | $6.05M | Buy |
108,143
+16,382
| +18% | +$916K | 0.03% | 572 |
|
|
2021
Q3 | $4.68M | Buy |
+91,761
| New | +$4.68M | 0.02% | 641 |
|