Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,570
| Closed | -$14K | – | 2600 |
|
|
2018
Q4 | $14K | Sell |
2,570
-5,024
| -66% | -$27.4K | ﹤0.01% | 1353 |
|
|
2018
Q3 | $43K | Buy |
7,594
+94
| +1% | +$532 | ﹤0.01% | 1021 |
|
|
2018
Q2 | $41K | Sell |
7,500
-3,695
| -33% | -$20.2K | ﹤0.01% | 1056 |
|
|
2018
Q1 | $62K | Sell |
11,195
-2,249
| -17% | -$12.5K | 0.01% | 898 |
|
|
2017
Q4 | $79K | Sell |
13,444
-3,979
| -23% | -$23.4K | 0.01% | 812 |
|
|
2017
Q3 | $101K | Sell |
17,423
-2,979
| -15% | -$17.3K | 0.01% | 702 |
|
|
2017
Q2 | $115K | Buy |
20,402
+16,646
| +443% | +$93.8K | 0.01% | 642 |
|
|
2017
Q1 | $20K | Buy |
3,756
+48
| +1% | +$256 | ﹤0.01% | 1086 |
|
|
2016
Q4 | $20K | Buy |
3,708
+334
| +10% | +$1.8K | ﹤0.01% | 1023 |
|
|
2016
Q3 | $18K | Buy |
3,374
+19
| +0.6% | +$101 | ﹤0.01% | 1096 |
|
|
2016
Q2 | $18K | Buy |
3,355
+428
| +15% | +$2.3K | ﹤0.01% | 1036 |
|
|
2016
Q1 | $15K | Buy |
2,927
+14
| +0.5% | +$72 | ﹤0.01% | 1081 |
|
|
2015
Q4 | $15K | Buy |
+2,913
| New | +$15K | ﹤0.01% | 1076 |
|