SSWM
TSI
Sheets Smith Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-14,700
| Closed | -$80K | – | 245 |
|
|
2015
Q1 | $80K | Hold |
14,700
| – | – | 0.02% | 239 |
|
|
2014
Q4 | $79K | Hold |
14,700
| – | – | 0.02% | 245 |
|
|
2014
Q3 | $83K | Hold |
14,700
| – | – | 0.02% | 240 |
|
|
2014
Q2 | $81K | Hold |
14,700
| – | – | 0.02% | 260 |
|
|
2014
Q1 | $80K | Hold |
14,700
| – | – | 0.02% | 244 |
|
|
2013
Q4 | $78K | Hold |
14,700
| – | – | 0.02% | 260 |
|
|
2013
Q3 | $79K | Hold |
14,700
| – | – | 0.03% | 232 |
|
|
2013
Q2 | $81K | Buy |
+14,700
| New | +$81K | 0.03% | 224 |
|