Kovitz Investment Group Partners’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
Q3 | $6.68M | Sell |
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|
2025
Q2 | $7.21M | Sell |
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|
2025
Q1 | $7.36M | Sell |
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|
2024
Q4 | $7.88M | Sell |
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|
2024
Q3 | $10.4M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.82M | Hold |
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|
2017
Q1 | $2.7M | Sell |
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|
2016
Q4 | $2.72M | Buy |
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|
2016
Q3 | $2.62M | Sell |
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|
2016
Q2 | $2.71M | Sell |
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|
2016
Q1 | $2.61M | Buy |
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