Atria Wealth Solutions’s TCW Strategic Income Fund TSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,665
| Closed | -$61.6K | – | 1888 |
|
|
2025
Q1 | $61.6K | Sell |
12,665
-5,553
| -30% | -$27K | ﹤0.01% | 1809 |
|
|
2024
Q4 | $87.6K | Buy |
18,218
+67
| +0.4% | +$322 | ﹤0.01% | 1878 |
|
|
2024
Q3 | $93.1K | Buy |
18,151
+70
| +0.4% | +$359 | ﹤0.01% | 1842 |
|
|
2024
Q2 | $85.7K | Buy |
18,081
+71
| +0.4% | +$337 | ﹤0.01% | 1841 |
|
|
2024
Q1 | $87.7K | Sell |
18,010
-1,441
| -7% | -$7.02K | ﹤0.01% | 1885 |
|
|
2023
Q4 | $89.3K | Sell |
19,451
-1,444
| -7% | -$6.63K | ﹤0.01% | 1844 |
|
|
2023
Q3 | $95.7K | Sell |
20,895
-64
| -0.3% | -$293 | ﹤0.01% | 1772 |
|
|
2023
Q2 | $97K | Buy |
20,959
+65
| +0.3% | +$301 | ﹤0.01% | 1776 |
|
|
2023
Q1 | $99K | Sell |
20,894
-3,142
| -13% | -$14.9K | ﹤0.01% | 1750 |
|
|
2022
Q4 | $111K | Sell |
24,036
-1,102
| -4% | -$5.09K | ﹤0.01% | 1682 |
|
|
2022
Q3 | $119K | Buy |
+25,138
| New | +$119K | ﹤0.01% | 1611 |
|
|
2022
Q2 | – | Sell |
-14,738
| Closed | -$77K | – | 1857 |
|
|
2022
Q1 | $77K | Buy |
+14,738
| New | +$77K | ﹤0.01% | 1679 |
|