Litman Gregory 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
Q3 | $79.7K | Hold |
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|
2025
Q2 | $79.1K | Hold |
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|
2025
Q1 | $78.7K | Hold |
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|
2024
Q4 | $77.9K | Hold |
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|
2024
Q3 | $83.1K | Hold |
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|
2024
Q2 | $76.8K | Hold |
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|
2024
Q1 | $77.9K | Hold |
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|
2023
Q4 | $74.4K | Hold |
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|
2023
Q3 | $74.2K | Hold |
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|
2023
Q2 | $75K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $74.8K | Hold |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $78K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $93K | Buy |
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|
2021
Q2 | $96 | Sell |
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|
2021
Q1 | $92K | Hold |
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|
2020
Q4 | $92K | Hold |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $88K | Hold |
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|
2020
Q1 | $84K | Hold |
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|
2019
Q4 | $93K | Hold |
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|
2019
Q3 | $92K | Hold |
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|
2019
Q2 | $93K | Hold |
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|
2019
Q1 | $89K | Hold |
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|
2018
Q4 | $85K | Hold |
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|
2018
Q3 | $91K | Buy |
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