Institute for Wealth Management’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 | $239K | Sell |
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|
2025
Q1 | $240K | Hold |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $244K | Sell |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $613K | Sell |
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|
2022
Q4 | $647K | Sell |
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|
2022
Q3 | $683K | Sell |
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|
2022
Q2 | $705K | Sell |
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|
2022
Q1 | $805K | Sell |
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|
2021
Q4 | $908K | Sell |
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|
2021
Q3 | $928K | Hold |
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|
2021
Q2 | $957K | Hold |
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|
2021
Q1 | $920K | Sell |
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|
2020
Q4 | $936K | Hold |
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|
2020
Q3 | $925K | Hold |
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|
2020
Q2 | $899K | Sell |
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|
2020
Q1 | $873K | Sell |
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|
2019
Q4 | $1.29M | Sell |
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|
2019
Q3 | $1.29M | Hold |
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|
2019
Q2 | $1.31M | Sell |
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|
2019
Q1 | $1.25M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.31M | Sell |
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|
2018
Q2 | $1.29M | Sell |
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|
2018
Q1 | $1.28M | Sell |
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|
2017
Q4 | $1.49M | Buy |
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|
2017
Q3 | $1.42M | Hold |
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|
2017
Q2 | $1.39M | Buy |
|