Per Stirling Capital Management’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 | $434K | Sell |
5,969
-227
| -4% | -$16.5K | 0.06% | 183 |
|
|
2025
Q1 | $405K | Hold |
6,196
| – | – | 0.06% | 183 |
|
|
2024
Q4 | $426K | Sell |
6,196
-1,951
| -24% | -$134K | 0.06% | 180 |
|
|
2024
Q3 | $546K | Buy |
8,147
+1,504
| +23% | +$101K | 0.08% | 170 |
|
|
2024
Q2 | $422K | Buy |
6,643
+5
| +0.1% | +$318 | 0.07% | 177 |
|
|
2024
Q1 | $407K | Buy |
+6,638
| New | +$407K | 0.07% | 166 |
|