AE Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $146K | Sell |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $162K | Sell |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $144K | Sell |
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|
2022
Q3 | $184K | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $230K | Buy |
|
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $258K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $176K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $191K | Sell |
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|
2020
Q1 | $263K | Sell |
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|
2019
Q4 | $700K | Sell |
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|
2019
Q3 | $727K | Buy |
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|
2019
Q2 | $603K | Buy |
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|
2019
Q1 | $306K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $367K | Buy |
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|
2017
Q4 | – | Sell |
|
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|
2017
Q3 | $701K | Buy |
|
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|
2017
Q2 | $661K | Buy |
|