JP Wealth Management’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
$15.7M Buy
3,213,023
+170,288
+6% +$831K 11.73% 5
2025
Q1
$14.8M Buy
3,042,735
+207,300
+7% +$1.01M 11.92% 5
2024
Q4
$13.6M Buy
+2,835,435
New +$13.6M 10.01% 5