IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44K | Hold |
500
| – | – | ﹤0.01% | 3807 |
|
|
2025
Q1 | $2.43K | Hold |
500
| – | – | ﹤0.01% | 3082 |
|
|
2024
Q4 | $2.41K | Hold |
500
| – | – | ﹤0.01% | 3033 |
|
|
2024
Q3 | $2.57K | Hold |
500
| – | – | ﹤0.01% | 2856 |
|
|
2024
Q2 | $2.37K | Hold |
500
| – | – | ﹤0.01% | 2776 |
|
|
2024
Q1 | $2.41K | Hold |
500
| – | – | ﹤0.01% | 2641 |
|
|
2023
Q4 | $2.3K | Hold |
500
| – | – | ﹤0.01% | 2644 |
|
|
2023
Q3 | $2.29K | Sell |
500
-200
| -29% | -$916 | ﹤0.01% | 2792 |
|
|
2023
Q2 | $3.24K | Buy |
700
+200
| +40% | +$926 | ﹤0.01% | 2699 |
|
|
2023
Q1 | $2.71K | Sell |
500
-2,040
| -80% | -$11K | ﹤0.01% | 2800 |
|
|
2022
Q4 | $14K | Hold |
2,540
| – | – | ﹤0.01% | 3179 |
|
|
2022
Q3 | $14K | Hold |
2,540
| – | – | ﹤0.01% | 3416 |
|
|
2022
Q2 | $14K | Hold |
2,540
| – | – | ﹤0.01% | 3166 |
|
|
2022
Q1 | $14K | Buy |
+2,540
| New | +$14K | ﹤0.01% | 3166 |
|
|
2019
Q1 | $91K | Buy |
16,366
+15,866
| +3,173% | +$88.2K | 0.01% | 725 |
|
|
2018
Q4 | $3K | Sell |
500
-1,150
| -70% | -$6.9K | ﹤0.01% | 3026 |
|
|
2018
Q3 | $9K | Hold |
1,650
| – | – | ﹤0.01% | 2886 |
|
|
2018
Q2 | $9K | Sell |
1,650
-7,096
| -81% | -$38.7K | ﹤0.01% | 2938 |
|
|
2018
Q1 | $51K | Hold |
8,746
| – | – | ﹤0.01% | 1799 |
|
|
2017
Q4 | $51K | Sell |
8,746
-16,159
| -65% | -$94.2K | ﹤0.01% | 1795 |
|
|
2017
Q3 | $144K | Buy |
24,905
+40
| +0.2% | +$231 | 0.01% | 1336 |
|
|
2017
Q2 | $140K | Buy |
24,865
+43
| +0.2% | +$242 | 0.01% | 1328 |
|
|
2017
Q1 | $134K | Buy |
24,822
+95
| +0.4% | +$513 | 0.01% | 1327 |
|
|
2016
Q4 | $132K | Buy |
24,727
+39
| +0.2% | +$208 | 0.01% | 1272 |
|
|
2016
Q3 | $131K | Sell |
24,688
-24,627
| -50% | -$131K | 0.01% | 1214 |
|
|
2016
Q2 | $268K | Buy |
49,315
+32,949
| +201% | +$179K | 0.02% | 833 |
|
|
2016
Q1 | $91K | Sell |
16,366
-43,082
| -72% | -$240K | 0.01% | 725 |
|
|
2015
Q4 | $313K | Buy |
+59,448
| New | +$313K | 0.02% | 641 |
|