MB Generational Wealth’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
Q1 | $82.2K | Hold |
16,916
| – | – | 0.06% | 51 |
|
2024
Q4 | $81.4K | Hold |
16,916
| – | – | 0.06% | 50 |
|
2024
Q3 | $86.8K | Hold |
16,916
| – | – | 0.06% | 57 |
|
2024
Q2 | $80.2K | Buy |
+16,916
| New | +$80.2K | 0.06% | 53 |
|
2024
Q1 | – | Sell |
-16,916
| Closed | -$77.6K | – | 62 |
|
2023
Q4 | $77.6K | Buy |
+16,916
| New | +$77.6K | 0.07% | 47 |
|