Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $50.2K | Hold |
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|
2024
Q3 | $52.2K | Hold |
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|
2024
Q2 | $48.3K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $47.7K | Sell |
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|
2023
Q3 | $85.5K | Sell |
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|
2023
Q2 | $97.2K | Sell |
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|
2023
Q1 | $117K | Sell |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $128K | Hold |
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|
2022
Q2 | $131K | Hold |
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|
2022
Q1 | $138K | Hold |
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|
2021
Q4 | $154K | Sell |
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|
2021
Q3 | $179K | Hold |
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|
2021
Q2 | $184K | Hold |
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|
2021
Q1 | $177K | Sell |
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|
2020
Q4 | $292K | Hold |
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|
2020
Q3 | $288K | Hold |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $454K | Sell |
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|
2019
Q4 | $748K | Sell |
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|
2019
Q3 | $999K | Sell |
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|
2019
Q2 | $10.2K | Sell |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $1.17M | Sell |
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $1.16M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.08M | Sell |
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|
2016
Q2 | $1.14M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $191K | Buy |
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