UBS Group’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 |
-713
| Closed | -$46.6K | – | 9376 |
|
|
2025
Q1 | $46.6K | Buy |
+713
| New | +$46.6K | ﹤0.01% | 6356 |
|
|
2024
Q4 | – | Sell |
-211
| Closed | -$14.1K | – | 9074 |
|
|
2024
Q3 | $14.1K | Buy |
+211
| New | +$14.1K | ﹤0.01% | 6344 |
|
|
2024
Q2 | – | Sell |
-599
| Closed | -$36.7K | – | 8807 |
|
|
2024
Q1 | $36.7K | Buy |
+599
| New | +$36.7K | ﹤0.01% | 5490 |
|
|
2023
Q4 | – | Sell |
-759
| Closed | -$37.9K | – | 8588 |
|
|
2023
Q3 | $37.9K | Sell |
759
-1,114
| -59% | -$55.6K | ﹤0.01% | 5338 |
|
|
2023
Q2 | $96.6K | Buy |
1,873
+1,611
| +615% | +$83.1K | ﹤0.01% | 4988 |
|
|
2023
Q1 | $12.5K | Sell |
262
-707
| -73% | -$33.6K | ﹤0.01% | 6352 |
|
|
2022
Q4 | $42.8K | Buy |
969
+251
| +35% | +$11.1K | ﹤0.01% | 5753 |
|
|
2022
Q3 | $30K | Buy |
718
+425
| +145% | +$17.8K | ﹤0.01% | 5808 |
|
|
2022
Q2 | $13K | Sell |
293
-736
| -72% | -$32.7K | ﹤0.01% | 6519 |
|
|
2022
Q1 | $54K | Buy |
1,029
+823
| +400% | +$43.2K | ﹤0.01% | 5401 |
|
|
2021
Q4 | $12K | Buy |
+206
| New | +$12K | ﹤0.01% | 7460 |
|