Jordan Park Group’s TCW Transform 500 ETF VOTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$861K Buy
2024
Q1
Sell
2023
Q4
$67.1M Sell
2023
Q3
$63.9M Sell
2023
Q2
$66.3M Sell
2023
Q1
$61.7M Buy
2022
Q4
$57.3M Sell
2022
Q3
$54.1M Buy
2022
Q2
$54.8M Buy
2022
Q1
$64.6M Buy
2021
Q4
$68M Sell
2021
Q3
$103M Buy