Stephens Consulting’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
Q3 | – | Sell |
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|
2025
Q2 | $416K | Buy |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $394K | Sell |
|
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|
2024
Q3 | $392K | Sell |
|
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|
2024
Q2 | $397K | Sell |
|
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|
2024
Q1 | $398K | Buy |
|
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|
2023
Q4 | $325K | Sell |
|
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $316K | Sell |
|
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|
2023
Q1 | $364K | Hold |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $245K | Buy |
|