First Foundation Advisors’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 | $259K | Sell |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $688K | Sell |
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|
2024
Q1 | $710K | Buy |
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|
2023
Q4 | $643K | Hold |
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|
2023
Q3 | $642K | Hold |
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|
2023
Q2 | $649K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $912K | Sell |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $3.97M | Sell |
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|
2021
Q2 | $4.75M | Sell |
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|
2021
Q1 | $4.78M | Sell |
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|
2020
Q4 | $5.47M | Sell |
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|
2020
Q3 | $5.77M | Sell |
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|
2020
Q2 | $5.76M | Sell |
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|
2020
Q1 | $5.57M | Buy |
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|
2019
Q4 | $6.18M | Sell |
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|
2019
Q3 | $6.49M | Sell |
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|
2019
Q2 | $7.26M | Buy |
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|
2019
Q1 | $6.91M | Sell |
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|
2018
Q4 | $7.17M | Buy |
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|
2018
Q3 | $7.18M | Buy |
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|
2018
Q2 | $5.67M | Sell |
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|
2018
Q1 | $5.95M | Sell |
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|
2017
Q4 | $6.3M | Buy |
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|
2017
Q3 | $5.95M | Buy |
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|
2017
Q2 | $3.88M | Buy |
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|
2017
Q1 | $2.87M | Buy |
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|
2016
Q4 | $899K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $347K | Buy |
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|
2015
Q2 | $269K | Sell |
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|
2015
Q1 | $402K | Sell |
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|
2014
Q4 | $924K | Sell |
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|
2014
Q3 | $1M | Buy |
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|
2014
Q2 | $873K | Buy |
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|
2014
Q1 | $811K | Sell |
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|
2013
Q4 | $796K | Buy |
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|
2013
Q3 | $727K | Buy |
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|
2013
Q2 | $494K | Buy |
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