Phoenix Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
|
|||||
|
2025
Q1 | $3.98M | Sell |
|
|||||
|
2024
Q4 | $4.33M | Buy |
|
|||||
|
2024
Q3 | $3.4M | Sell |
|
|||||
|
2024
Q2 | $3.34M | Sell |
|
|||||
|
2024
Q1 | $3.29M | Sell |
|
|||||
|
2023
Q4 | $3M | Buy |
|
|||||
|
2023
Q3 | $1.52M | Sell |
|
|||||
|
2023
Q2 | $1.59M | Sell |
|
|||||
|
2023
Q1 | $1.5M | Buy |
|
|||||
|
2022
Q4 | $1.37M | Sell |
|
|||||
|
2022
Q3 | $1.41M | Sell |
|
|||||
|
2022
Q2 | $1.55M | Buy |
|
|||||
|
2022
Q1 | $1.83M | Buy |
|
|||||
|
2021
Q4 | $1.63M | Buy |
|
|||||
|
2021
Q3 | $15K | Buy |
|