Capital Analysts LLC’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
Q2 | $72K | Buy |
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|
2025
Q1 | $65K | Buy |
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|
2024
Q4 | $68K | Buy |
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|
2024
Q3 | $66K | Buy |
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|
2024
Q2 | $63K | Buy |
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|
2024
Q1 | $60K | Buy |
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|
2023
Q4 | $54K | Hold |
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|
2023
Q3 | $49K | Hold |
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|
2023
Q2 | $50K | Hold |
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|
2023
Q1 | $47K | Hold |
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|
2022
Q4 | $43K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $43K | Hold |
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|
2022
Q1 | $52K | Buy |
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