INSTITUTE FOR WEALTH MANAGEMENT, LLC. – TCW Strategic Income Fund, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$683,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-2.28%
quarter
TCW Strategic Income Fund, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.79% | -1.16K shares | -22K | $4.72 | 144.77K |
| Q2 2022 | share | Decrease | -6.59% | -10.3K shares | -100K | $4.83 | 145.93K |
| Q1 2022 | share | Decrease | -0.68% | -1.07K shares | -103K | $5.15 | 156.23K |
| Q4 2021 | share | Decrease | -2.66% | -4.3K shares | -20K | $5.7 | 157.30K |
| Q3 2021 | share | 0.00% | 0 shares | -29K | $5.74 | 161.60K | |
| Q2 2021 | share | 0.00% | 0 shares | 37K | $5.86 | 161.60K | |
| Q1 2021 | share | Decrease | -1.81% | -2.97K shares | -16K | $5.58 | 161.60K |
| Q4 2020 | share | 0.00% | 0 shares | 11K | $5.53 | 164.58K | |
| Q3 2020 | share | 0.00% | 0 shares | 26K | $5.43 | 164.58K | |
| Q2 2020 | share | Decrease | -2.56% | -4.32K shares | 26K | $5.21 | 164.58K |
| Q1 2020 | share | Decrease | -24.50% | -54.81K shares | -418K | $4.85 | 168.90K |
| Q4 2019 | share | Decrease | -1.75% | -3.99K shares | -2K | $5.33 | 223.72K |
| Q3 2019 | share | 0.00% | 0 shares | -16K | $5.09 | 227.71K | |
| Q2 2019 | share | Decrease | -0.22% | -500 shares | 54K | $5.07 | 227.71K |
| Q1 2019 | share | Increase | 0.00% | 228.21K shares | 1.25M | $4.78 | 228.21K |
| Q4 2018 | share | Decrease | -100.00% | -234.61K shares | -1.31M | $4.52 | 0 |
| Q3 2018 | share | Decrease | -0.20% | -475 shares | 22K | $4.66 | 234.61K |
| Q2 2018 | share | Decrease | -0.32% | -762 shares | 12K | $4.51 | 235.09K |
| Q1 2018 | share | Decrease | -7.14% | -18.14K shares | -216K | $4.52 | 235.85K |
| Q4 2017 | share | Increase | +3.52% | 8.62K shares | 70K | $4.7 | 254.00K |
| Q3 2017 | share | 0.00% | 0 shares | 38K | $4.53 | 245.37K | |
| Q2 2017 | share | Increase | 0.00% | 245.37K shares | 1.38M | $4.36 | 245.37K |