AWE
TSI

Avidian Wealth Enterprises’s TCW Strategic Income Fund TSI Stock Holding History

Avidian Wealth Enterprises’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,100
Closed -$49.7K – 602
2025
Q3 		$49.7K Buy
10,100
+42
+0.4% +$207 ﹤0.01% 578
2025
Q2 		$49.1K Buy
10,058
+41
+0.4% +$200 ﹤0.01% 547
2025
Q1 		$48.7K Buy
+10,017
New +$48.6K ﹤0.01% 514
2024
Q4 		– Sell
-11,764
Closed -$60.4K – 539
2024
Q3 		$60.4K Buy
11,764
+36
+0.3% +$179 ﹤0.01% 495
2024
Q2 		$55.6K Buy
11,728
+38
+0.3% +$177 ﹤0.01% 495
2024
Q1 		$56.2K Buy
11,690
+37
+0.3% +$174 ﹤0.01% 435
2023
Q4 		$53.5K Sell
11,653
-3,495
-23% -$16.2K ﹤0.01% 412
2023
Q3 		$69.4K Hold
15,148
– – ﹤0.01% 391
2023
Q2 		$70.1K Sell
15,148
-180
-1% -$843 ﹤0.01% 407
2023
Q1 		$71.7K Buy
+15,328
New +$75.2K ﹤0.01% 463

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