Institute For Wealth Management, Llc. Tcw Strategic Income Fund Inc Transaction History

Institute For Wealth Management, Llc.

$737 Million
Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Tcw Strategic Income Fund Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 52,052 shares of TSI stock, worth $264,944. This represents 0.03% of its overall portfolio holdings.

Number of Shares

52,052

Previous 53,139 2.05%

Holding current value

$264,944

Previous $255,000 3.53%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$4.54 - $4.76 $4,934 - $5,174	-1,087 Reduced 2.05%	52,052 $246,000
Q1 2024 Apr 30, 2024	BUY	$4.62 - $4.81 $73 - $76	16 Added 0.03%	53,139 $255,000
Q4 2023 Jan 31, 2024	SELL	$4.48 - $4.85 $253,370 - $274,296	-56,556 Reduced 51.57%	53,123 $243,000
Q3 2023 Oct 13, 2023	SELL	$4.53 - $4.7 $62,514 - $64,860	-13,800 Reduced 11.18%	109,679 $502,000
Q2 2023 Jul 25, 2023	SELL	$4.59 - $4.73 $34,388 - $35,437	-7,492 Reduced 5.72%	123,479 $571,000
Q1 2023 Apr 20, 2023	SELL	$4.58 - $5.03 $41,526 - $45,607	-9,067 Reduced 6.47%	130,971 $612,000
Q4 2022 Feb 02, 2023	SELL	$4.54 - $4.84 $21,510 - $22,931	-4,738 Reduced 3.27%	140,038 $646,000
Q3 2022 Oct 18, 2022	SELL	$4.59 - $5.18 $5,324 - $6,008	-1,160 Reduced 0.79%	144,776 $683,000
Q2 2022 Jul 25, 2022	SELL	$4.76 - $5.13 $49,028 - $52,839	-10,300 Reduced 6.59%	145,936 $705,000
Q1 2022 Apr 29, 2022	SELL	$5.03 - $5.74 $5,397 - $6,159	-1,073 Reduced 0.68%	156,236 $805,000
Q4 2021 Jan 21, 2022	SELL	$5.67 - $5.88 $24,381 - $25,284	-4,300 Reduced 2.66%	157,309 $908,000
Q1 2021 May 04, 2021	SELL	$5.49 - $5.71 $16,338 - $16,992	-2,976 Reduced 1.81%	161,609 $920,000
Q2 2020 Jul 30, 2020	SELL	$4.45 - $5.83 $19,241 - $25,208	-4,324 Reduced 2.56%	164,585 $899,000
Q1 2020 Apr 29, 2020	SELL	$4.2 - $6.0 $230,210 - $328,872	-54,812 Reduced 24.5%	168,909 $873,000
Q4 2019 Feb 27, 2020	BUY	$5.69 - $5.94 $1.27 Million - $1.32 Million	222,430 Added 17229.28%	223,721 $1.29 Million
Q4 2019 Jan 27, 2020	SELL	$5.69 - $5.94 $1.29 Million - $1.34 Million	-226,424 Reduced 99.43%	1,291 $1.29 Million
Q2 2019 Aug 02, 2019	SELL	$5.47 - $5.75 $2,735 - $2,875	-500 Reduced 0.22%	227,715 $1.31 Million
Q1 2019 May 15, 2019	BUY	$5.23 - $5.57 $1.19 Million - $1.27 Million	228,215 New	228,215 $1.26 Million
Q4 2018 Feb 08, 2019	SELL	$5.25 - $5.64 $1.23 Million - $1.32 Million	-234,619 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$5.4 - $5.67 $2,565 - $2,693	-475 Reduced 0.2%	234,619 $1.31 Million
Q2 2018 Aug 10, 2018	SELL	$5.4 - $5.59 $4,114 - $4,259	-762 Reduced 0.32%	235,094 $1.29 Million
Q1 2018 May 15, 2018	SELL	$5.36 - $5.72 $97,267 - $103,800	-18,147 Reduced 7.14%	235,856 $1.28 Million
Q4 2017 Feb 12, 2018	BUY	$5.5 - $5.87 $47,454 - $50,646	8,628 Added 3.52%	254,003 $1.49 Million
Q2 2017 Aug 14, 2017	BUY	N/A	245,375	245,375 $1.39 Million

Others Institutions Holding TSI

# of Institutions

Shares Held

16M

Call Options Held

Put Options Held

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About TCW STRATEGIC INCOME FUND INC

Ticker TSI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
TCW Strategic Income Fund, Inc. is a close-ended balanced mutual fund launched by The TCW Group, Inc. The fund is managed by TCW Investment Management Company. It invests in the public equity and fixed income markets of the United States. The fund makes its investments in securities of companies operating across diversified sectors. For its equi...

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Institute For Wealth Management, Llc. Tcw Strategic Income Fund Inc Transaction History