LGWM
TSI
Litman Gregory Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.1K | Hold |
16,200
| – | – | 0.01% | 138 |
|
|
2025
Q1 | $78.7K | Hold |
16,200
| – | – | 0.01% | 138 |
|
|
2024
Q4 | $77.9K | Hold |
16,200
| – | – | 0.01% | 136 |
|
|
2024
Q3 | $83.1K | Hold |
16,200
| – | – | 0.01% | 137 |
|
|
2024
Q2 | $76.8K | Hold |
16,200
| – | – | 0.01% | 133 |
|
|
2024
Q1 | $77.9K | Hold |
16,200
| – | – | 0.01% | 131 |
|
|
2023
Q4 | $74.4K | Hold |
16,200
| – | – | 0.01% | 119 |
|
|
2023
Q3 | $74.2K | Hold |
16,200
| – | – | 0.01% | 122 |
|
|
2023
Q2 | $75K | Buy |
+16,200
| New | +$75K | 0.01% | 82 |
|
|
2023
Q1 | – | Sell |
-16,200
| Closed | -$74.8K | – | 92 |
|
|
2022
Q4 | $74.8K | Hold |
16,200
| – | – | 0.01% | 78 |
|
|
2022
Q3 | $76K | Hold |
16,200
| – | – | 0.01% | 78 |
|
|
2022
Q2 | $78K | Buy |
+16,200
| New | +$78K | 0.01% | 88 |
|
|
2022
Q1 | – | Sell |
-16,200
| Closed | -$93K | – | 81 |
|
|
2021
Q4 | $93K | Hold |
16,200
| – | – | 0.02% | 79 |
|
|
2021
Q3 | $93K | Buy |
16,200
+16,104
| +16,775% | +$92.4K | 0.02% | 75 |
|
|
2021
Q2 | $96 | Sell |
96
-16,104
| -99% | -$16.1K | 0.02% | 76 |
|
|
2021
Q1 | $92K | Hold |
16,200
| – | – | 0.02% | 79 |
|
|
2020
Q4 | $92K | Hold |
16,200
| – | – | 0.02% | 77 |
|
|
2020
Q3 | $91K | Hold |
16,200
| – | – | 0.02% | 77 |
|
|
2020
Q2 | $88K | Hold |
16,200
| – | – | 0.02% | 75 |
|
|
2020
Q1 | $84K | Hold |
16,200
| – | – | 0.02% | 67 |
|
|
2019
Q4 | $93K | Hold |
16,200
| – | – | 0.02% | 79 |
|
|
2019
Q3 | $92K | Hold |
16,200
| – | – | 0.02% | 66 |
|
|
2019
Q2 | $93K | Hold |
16,200
| – | – | 0.02% | 67 |
|
|
2019
Q1 | $89K | Hold |
16,200
| – | – | 0.02% | 58 |
|
|
2018
Q4 | $85K | Hold |
16,200
| – | – | 0.03% | 60 |
|
|
2018
Q3 | $91K | Buy |
+16,200
| New | +$91K | 0.03% | 50 |
|