Steward Partners Investment Advisory’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 | $9.38K | Hold |
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2025
Q1 | $9.35K | Hold |
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|
2024
Q4 | $9.25K | Hold |
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|
2024
Q3 | $9.87K | Sell |
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|
2024
Q2 | $12.3K | Sell |
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|
2024
Q1 | $15.6K | Sell |
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|
2023
Q4 | $16.1K | Sell |
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|
2023
Q3 | $18.2K | Sell |
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|
2023
Q2 | $49.7K | Sell |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $191K | Sell |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $150K | Buy |
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|
2021
Q1 | $122K | Sell |
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|
2020
Q4 | $183K | Hold |
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|
2020
Q3 | $181K | Sell |
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|
2020
Q2 | $177K | Buy |
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|
2020
Q1 | $114K | Buy |
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|
2019
Q4 | $108K | Hold |
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|
2019
Q3 | $107K | Hold |
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|
2019
Q2 | $108K | Hold |
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|
2019
Q1 | $103K | Buy |
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|
2018
Q4 | $76K | Buy |
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|
2018
Q3 | $78K | Hold |
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|
2018
Q2 | $76K | Hold |
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|
2018
Q1 | $77K | Sell |
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|
2017
Q4 | $173K | Buy |
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|
2017
Q3 | $170K | Buy |
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|
2017
Q2 | $165K | Buy |
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|
2017
Q1 | $158K | Buy |
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