Farther Finance Advisors’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 | $87.1K | Buy |
+1,197
| New | +$87.1K | ﹤0.01% | 1822 |
|
2024
Q1 | – | Sell |
-11
| Closed | -$612 | – | 3748 |
|
2023
Q4 | $612 | Hold |
11
| – | – | ﹤0.01% | 2909 |
|
2023
Q3 | $549 | Hold |
11
| – | – | ﹤0.01% | 2240 |
|
2023
Q2 | $568 | Hold |
11
| – | – | ﹤0.01% | 2113 |
|
2023
Q1 | $523 | Buy |
+11
| New | +$523 | ﹤0.01% | 1994 |
|