Cetera Investment Advisers’s TCW Transform 500 ETF VOTE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,277
| Closed | -$214K | – | 4159 |
|
2025
Q1 | $214K | Sell |
3,277
-1,163
| -26% | -$76K | ﹤0.01% | 3552 |
|
2024
Q4 | $305K | Sell |
4,440
-1,281
| -22% | -$88.1K | ﹤0.01% | 3113 |
|
2024
Q3 | $384K | Buy |
5,721
+67
| +1% | +$4.49K | ﹤0.01% | 2874 |
|
2024
Q2 | $359K | Buy |
5,654
+112
| +2% | +$7.12K | ﹤0.01% | 2870 |
|
2024
Q1 | $339K | Buy |
+5,542
| New | +$339K | ﹤0.01% | 2929 |
|