Fairman Group’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 | $168K | Buy |
2,308
+1,273
| +123% | +$92.6K | 0.14% | 58 |
|
|
2025
Q1 | $71.2K | Hold |
1,035
| – | – | 0.07% | 85 |
|
|
2024
Q4 | $71.2K | Hold |
1,035
| – | – | 0.06% | 94 |
|
|
2024
Q3 | $69.4K | Buy |
1,035
+313
| +43% | +$21K | 0.06% | 97 |
|
|
2024
Q2 | $45.9K | Buy |
722
+390
| +117% | +$24.8K | 0.05% | 112 |
|
|
2024
Q1 | $20.3K | Buy |
+332
| New | +$20.3K | 0.02% | 130 |
|