Ridgecrest Wealth Partners’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 | $366K | Buy |
5,028
+575
| +13% | +$41.8K | 0.19% | 69 |
|
|
2025
Q1 | $291K | Buy |
4,453
+1,075
| +32% | +$70.3K | 0.15% | 84 |
|
|
2024
Q4 | $232K | Hold |
3,378
| – | – | 0.13% | 93 |
|
|
2024
Q3 | $226K | Buy |
3,378
+90
| +3% | +$6.03K | 0.12% | 99 |
|
|
2024
Q2 | $209K | Buy |
+3,288
| New | +$209K | 0.13% | 94 |
|
|
2022
Q4 | – | Sell |
-5,065
| Closed | -$211K | – | 101 |
|
|
2022
Q3 | $211K | Hold |
5,065
| – | – | 0.17% | 85 |
|
|
2022
Q2 | $222K | Buy |
+5,065
| New | +$222K | 0.16% | 95 |
|