Bartlett & Co Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59.8K | Hold |
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|
2025
Q2 | $59.3K | Hold |
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|
2025
Q1 | $59.1K | Hold |
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|
2024
Q4 | $60.2K | Hold |
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|
2024
Q3 | $62.3K | Hold |
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|
2024
Q2 | $57.6K | Hold |
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|
2024
Q1 | $58.4K | Hold |
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|
2023
Q4 | $58.4K | Hold |
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|
2023
Q3 | $55.7K | Hold |
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|
2023
Q2 | $56.3K | Buy |
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|
2023
Q1 | $33.2K | Hold |
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|
2022
Q4 | $33.4K | Hold |
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|
2022
Q3 | $33.5K | Hold |
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|
2022
Q2 | $34.2K | Hold |
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|
2022
Q1 | $36.4K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $40.6K | Hold |
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|
2021
Q2 | $41.8K | Hold |
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|
2021
Q1 | $40.2K | Hold |
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|
2020
Q4 | $40.1K | Hold |
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|
2020
Q3 | $39.8K | Hold |
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|
2020
Q2 | $38.9K | Hold |
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|
2020
Q1 | $36.8K | Buy |
|