Howe & Rusling’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
2022
Q4
Sell
-301
Closed -$13K 1025
2022
Q3
$13K Sell
301
-7
-2% -$302 ﹤0.01% 500
2022
Q2
$13K Buy
308
+24
+8% +$1.01K ﹤0.01% 499
2022
Q1
$15K Buy
284
+24
+9% +$1.27K ﹤0.01% 464
2021
Q4
$15K Buy
+260
New +$15K ﹤0.01% 479