Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-640
| Closed | -$3K | – | 4512 |
|
|
2023
Q3 | $3K | Hold |
640
| – | – | ﹤0.01% | 3709 |
|
|
2023
Q2 | $3K | Buy |
640
+456
| +248% | +$2.14K | ﹤0.01% | 3698 |
|
|
2023
Q1 | $1K | Buy |
+184
| New | +$1K | ﹤0.01% | 3929 |
|
|
2019
Q1 | – | Sell |
-48,750
| Closed | -$257K | – | 3241 |
|
|
2018
Q4 | $257K | Buy |
+48,750
| New | +$257K | 0.01% | 549 |
|