Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TCW Private Asset Income Fund | 11,283.95 | reported | 10 Nov 2025 | tx 2+39,366.9 |
| TCW STRATEGIC INCOME FUND INC | 0 | reported | 27 Mar 2026 | tx 8+29,333−20,499 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Mar 2025 | EXERCISE | TCW STRATEGIC INCOME FUND INC | 8,833 | 4.47 USD | |
| 27 Mar 2026 | EXERCISE | TCW STRATEGIC INCOME FUND INC | 20,499 | — | deriv |
| 10 Nov 2025 | PURCHASE | TCW Private Asset Income Fund | 11,283.95 | 10.01 USD | |
| 10 Nov 2025 | PURCHASE | TCW Private Asset Income Fund | 28,082.95 | 10.01 USD | |
| 01 Dec 2025 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 500 | 4.92 USD | |
| 01 Dec 2025 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 7,400 | 4.93 USD | |
| 28 Nov 2025 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 2,174 | 4.92 USD | |
| 28 Nov 2025 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 2,000 | 4.93 USD | |
| 25 Nov 2025 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 8,422 | 4.93 USD | |
| 26 Nov 2025 | PURCHASE | TCW STRATEGIC INCOME FUND INC | 4 | 4.91 USD |