Sigma Planning Corp’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
Q2 | $205K | Hold |
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|
2025
Q1 | $204K | Hold |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $215K | Hold |
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|
2024
Q2 | $199K | Buy |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | $54.4K | Sell |
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|
2023
Q3 | $192K | Buy |
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|
2023
Q2 | $193K | Sell |
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|
2023
Q1 | $218K | Hold |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $320K | Sell |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $370K | Buy |
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|
2020
Q3 | $365K | Buy |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $425K | Buy |
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|
2019
Q4 | $248K | Buy |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $209K | Hold |
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|
2018
Q4 | $200K | Buy |
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|
2018
Q3 | $179K | Hold |
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|
2018
Q2 | $176K | Buy |
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|
2018
Q1 | $175K | Buy |
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|
2017
Q4 | $137K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $101K | Sell |
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|
2014
Q4 | $120K | Buy |
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