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Concurrent Investment Advisors, LLC → TSI
Concurrent Investment Advisors, LLC TSI Position History
TCW Strategic Income Fund, Inc. • Financial Services
Quarters held
5
Latest value
$45K
Q3 2026
Peak value
$51K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $51K |
| Q1 2026 | $46K |
| Q2 2026 | $47K |
| Q2 2026 | $654 |
| Q3 2026 | $45K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $45K | 10.5K | — | — |
| Q2 2026 | $654 | 145 | — | — |
| Q2 2026 | $47K | 10.3K | — | — |
| Q1 2026 | $46K | 10.3K | — | — |
| Q4 2025 | $51K | 10.3K | — | — |