CPP
VOTE icon

Capasso Planning Partners’s TCW Transform 500 ETF VOTE Stock Holding History

Capasso Planning Partners’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,134
Closed -$277K – 153
2024
Q3 		$277K Hold
4,134
– – 0.08% 127
2024
Q2 		$263K Hold
4,134
– – 0.09% 123
2024
Q1 		$253K Buy
+4,134
New +$253K 0.1% 96