Evoke Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-100,000
| Closed | -$487K | – | 357 |
|
2024
Q1 | $487K | Hold |
100,000
| – | – | 0.01% | 251 |
|
2023
Q4 | $477K | Hold |
100,000
| – | – | 0.77% | 31 |
|
2023
Q3 | $464K | Hold |
100,000
| – | – | 0.02% | 240 |
|
2023
Q2 | $469K | Hold |
100,000
| – | – | 0.02% | 226 |
|
2023
Q1 | $474K | Buy |
+100,000
| New | +$474K | 0.02% | 219 |
|