Avidian Wealth Enterprises’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 | $49.1K | Buy |
10,058
+41
| +0.4% | +$200 | ﹤0.01% | 546 |
|
|
2025
Q1 | $48.7K | Buy |
+10,017
| New | +$48.7K | ﹤0.01% | 514 |
|
|
2024
Q4 | – | Sell |
-11,764
| Closed | -$60.4K | – | 538 |
|
|
2024
Q3 | $60.4K | Buy |
11,764
+36
| +0.3% | +$185 | ﹤0.01% | 494 |
|
|
2024
Q2 | $55.6K | Buy |
11,728
+38
| +0.3% | +$180 | ﹤0.01% | 485 |
|
|
2024
Q1 | $56.2K | Buy |
11,690
+37
| +0.3% | +$178 | ﹤0.01% | 431 |
|
|
2023
Q4 | $53.5K | Sell |
11,653
-3,495
| -23% | -$16K | ﹤0.01% | 410 |
|
|
2023
Q3 | $69.4K | Hold |
15,148
| – | – | ﹤0.01% | 391 |
|
|
2023
Q2 | $70.1K | Sell |
15,148
-180
| -1% | -$833 | ﹤0.01% | 405 |
|
|
2023
Q1 | $71.7K | Buy |
+15,328
| New | +$71.7K | ﹤0.01% | 461 |
|