Ruedi Wealth 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 | – | Sell |
-27
| Closed | -$1.76K | – | 311 |
|
|
2025
Q1 | $1.76K | Buy |
27
+1
| +4% | +$65 | ﹤0.01% | 265 |
|
|
2024
Q4 | $1.8K | Buy |
26
+5
| +24% | +$347 | ﹤0.01% | 267 |
|
|
2024
Q3 | $1.44K | Hold |
21
| – | – | ﹤0.01% | 286 |
|
|
2024
Q2 | $1.36K | Buy |
21
+3
| +17% | +$195 | ﹤0.01% | 351 |
|
|
2024
Q1 | $1.1K | Sell |
18
-3
| -14% | -$183 | ﹤0.01% | 239 |
|
|
2023
Q4 | $1.16K | Hold |
21
| – | – | ﹤0.01% | 221 |
|
|
2023
Q3 | $1.04K | Hold |
21
| – | – | ﹤0.01% | 199 |
|
|
2023
Q2 | $1.07K | Hold |
21
| – | – | ﹤0.01% | 203 |
|
|
2023
Q1 | $990 | Buy |
+21
| New | +$990 | ﹤0.01% | 236 |
|