LPL Financial’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 | $1.39M | Buy |
19,171
+11,856
| +162% | +$862K | ﹤0.01% | 3427 |
|
|
2025
Q1 | $478K | Sell |
7,315
-1,248
| -15% | -$81.6K | ﹤0.01% | 4146 |
|
|
2024
Q4 | $589K | Buy |
8,563
+4,688
| +121% | +$322K | ﹤0.01% | 3898 |
|
|
2024
Q3 | $260K | Sell |
3,875
-688
| -15% | -$46.1K | ﹤0.01% | 4454 |
|
|
2024
Q2 | $290K | Sell |
4,563
-94
| -2% | -$5.98K | ﹤0.01% | 4211 |
|
|
2024
Q1 | $285K | Buy |
4,657
+192
| +4% | +$11.8K | ﹤0.01% | 4177 |
|
|
2023
Q4 | $248K | Sell |
4,465
-546
| -11% | -$30.4K | ﹤0.01% | 4177 |
|
|
2023
Q3 | $250K | Buy |
5,011
+383
| +8% | +$19.1K | ﹤0.01% | 4028 |
|
|
2023
Q2 | $239K | Sell |
4,628
-134
| -3% | -$6.91K | ﹤0.01% | 3974 |
|
|
2023
Q1 | $227K | Buy |
4,762
+53
| +1% | +$2.52K | ﹤0.01% | 3923 |
|
|
2022
Q4 | $208K | Buy |
+4,709
| New | +$208K | ﹤0.01% | 3926 |
|