Envestnet Asset Management’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
Q1 | – | Sell |
-4,152
| Closed | -$286K | – | 4475 |
|
|
2024
Q4 | $286K | Sell |
4,152
-1,170
| -22% | -$80.5K | ﹤0.01% | 3916 |
|
|
2024
Q3 | $357K | Buy |
5,322
+67
| +1% | +$4.49K | ﹤0.01% | 3721 |
|
|
2024
Q2 | $334K | Buy |
5,255
+106
| +2% | +$6.74K | ﹤0.01% | 3667 |
|
|
2024
Q1 | $315K | Buy |
5,149
+964
| +23% | +$59K | ﹤0.01% | 3703 |
|
|
2023
Q4 | $233K | Buy |
+4,185
| New | +$233K | ﹤0.01% | 3748 |
|