LPL Financial’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 | $207K | Sell |
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|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | $73.3K | Sell |
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|
2024
Q4 | $79.2K | Buy |
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|
2024
Q3 | $82.5K | Hold |
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|
2024
Q2 | $76.3K | Sell |
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|
2024
Q1 | $94.4K | Buy |
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|
2023
Q4 | $77.9K | Sell |
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|
2023
Q3 | $97.7K | Buy |
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|
2023
Q2 | $88.6K | Sell |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $110K | Buy |
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|
2022
Q3 | $100K | Buy |
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|
2022
Q2 | $102K | Buy |
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|
2022
Q1 | $106K | Buy |
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|
2021
Q4 | $119K | Buy |
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|
2021
Q3 | $118K | Sell |
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|
2021
Q2 | $123K | Buy |
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|
2021
Q1 | $115K | Buy |
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|
2020
Q4 | $112K | Sell |
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|
2020
Q3 | $111K | Buy |
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|
2020
Q2 | $76K | Hold |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $80K | Sell |
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|
2019
Q3 | $85K | Buy |
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|
2019
Q2 | $80K | Hold |
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|
2019
Q1 | $76K | Buy |
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|
2018
Q4 | $73K | Sell |
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|
2018
Q3 | $107K | Sell |
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|
2018
Q2 | $110K | Sell |
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|
2018
Q1 | $146K | Buy |
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|
2017
Q4 | $130K | Buy |
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|
2017
Q3 | $123K | Buy |
|
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|
2017
Q2 | $119K | Sell |
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|
2017
Q1 | $205K | Sell |
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|
2016
Q4 | $396K | Sell |
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|
2016
Q3 | $401K | Sell |
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|
2016
Q2 | $442K | Sell |
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|
2016
Q1 | $878K | Sell |
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|
2015
Q4 | $947K | Buy |
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|
2015
Q3 | $496K | Sell |
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|
2015
Q2 | $640K | Sell |
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|
2015
Q1 | $731K | Sell |
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|
2014
Q4 | $836K | Buy |
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|
2014
Q3 | $846K | Buy |
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|
2014
Q2 | $811K | Sell |
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|
2014
Q1 | $852K | Sell |
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|
2013
Q4 | $883K | Sell |
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|
2013
Q3 | $908K | Sell |
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|
2013
Q2 | $1.19M | Buy |
|