Creative Planning’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
Q2 | – | Sell |
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|
2025
Q1 | $50.7K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $47.6K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $91.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $74K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $90K | Sell |
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|
2020
Q2 | $90K | Hold |
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|
2020
Q1 | $86K | Sell |
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|
2019
Q4 | $197K | Hold |
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|
2019
Q3 | $194K | Buy |
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|
2019
Q2 | $161K | Buy |
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|
2019
Q1 | $151K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $70K | Hold |
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|
2017
Q3 | $69K | Hold |
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|
2017
Q2 | $67K | Hold |
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|
2017
Q1 | $65K | Buy |
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|
2016
Q4 | $11K | Hold |
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|
2016
Q3 | $11K | Hold |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $10K | Hold |
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|
2015
Q4 | $11K | Hold |
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|
2015
Q3 | $10K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $9K | Sell |
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|
2013
Q4 | $20K | Buy |
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