Sowell Financial Services’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
Q2 | $162K | Hold |
33,231
| – | – | 0.01% | 986 |
|
|
2025
Q1 | $162K | Buy |
+33,231
| New | +$162K | 0.01% | 946 |
|
|
2023
Q2 | – | Sell |
-33,231
| Closed | -$156K | – | 812 |
|
|
2023
Q1 | $156K | Buy |
+33,231
| New | +$156K | 0.01% | 708 |
|
|
2022
Q1 | – | Sell |
-33,525
| Closed | -$200K | – | 493 |
|
|
2021
Q4 | $200K | Buy |
+33,525
| New | +$200K | 0.01% | 507 |
|
|
2021
Q2 | – | Sell |
-20,900
| Closed | -$121K | – | 2547 |
|
|
2021
Q1 | $121K | Buy |
+20,900
| New | +$121K | ﹤0.01% | 1280 |
|