Activest Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Hold |
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|
2025
Q1 | $123K | Hold |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $127K | Hold |
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|
2024
Q2 | $121K | Buy |
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|
2024
Q1 | $80.9K | Buy |
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|
2023
Q4 | $73.8K | Buy |
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|
2023
Q3 | $71K | Buy |
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|
2023
Q2 | $90K | Buy |
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|
2023
Q1 | $62.7K | Buy |
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|
2022
Q4 | $58.8K | Buy |
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|
2022
Q3 | $59K | Buy |
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|
2022
Q2 | $61K | Buy |
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|
2022
Q1 | $70K | Sell |
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|
2021
Q4 | $235K | Buy |
|