JP Wealth Management, Inc. TSI Holdings History
JP Wealth Management, Inc.'s Tcw Strategic Income Fund Inc Holding Summary
As of 2025-06-30, JP Wealth Management, Inc. held 3.21 Mil shares of Tcw Strategic Income Fund Inc(TSI), totaling $15.68 Mil. This investment constitutes 11.73% of their stock portfolio, and JP Wealth Management, Inc. now holds 6.72% of the outstanding Tcw Strategic Income Fund Inc(TSI) stock.
The initial trade took place in 2024Q4. And since then JP Wealth Management, Inc. has made 2 purchases of TSI, at an average price of $5.00, for a total of 3.21 Mil shares. Based on historical transaction data and TSI's current price of $4.90, JP Wealth Management, Inc.'s estimated gain on his TSI holdings is $-328,184.32, reflecting a -2.04% gain to date.
JP Wealth Management, Inc. TSI ($4.90) Holding Chart
JP Wealth Management, Inc. TSI ($4.90) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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