Woodmont Investment Counsel’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
Q1 | – | Sell |
-4,344
| Closed | -$299K | – | 276 |
|
2024
Q4 | $299K | Buy |
4,344
+163
| +4% | +$11.2K | 0.02% | 230 |
|
2024
Q3 | $280K | Hold |
4,181
| – | – | 0.02% | 235 |
|
2024
Q2 | $266K | Hold |
4,181
| – | – | 0.02% | 226 |
|
2024
Q1 | $256K | Hold |
4,181
| – | – | 0.02% | 236 |
|
2023
Q4 | $233K | Buy |
+4,181
| New | +$233K | 0.02% | 231 |
|