Atria Wealth Solutions’s DoubleLine Income Solutions Fund DSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Buy |
70,692
+6,475
| +10% | +$79.3K | 0.02% | 701 |
|
|
2025
Q1 | $810K | Sell |
64,217
-26,971
| -30% | -$340K | 0.01% | 958 |
|
|
2024
Q4 | $1.15M | Buy |
91,188
+8,498
| +10% | +$107K | 0.01% | 870 |
|
|
2024
Q3 | $1.07M | Buy |
82,690
+9,015
| +12% | +$117K | 0.01% | 880 |
|
|
2024
Q2 | $922K | Sell |
73,675
-5,274
| -7% | -$66K | 0.01% | 923 |
|
|
2024
Q1 | $1M | Sell |
78,949
-12,533
| -14% | -$159K | 0.01% | 905 |
|
|
2023
Q4 | $1.12M | Buy |
91,482
+5,250
| +6% | +$64.3K | 0.01% | 812 |
|
|
2023
Q3 | $1.01M | Sell |
86,232
-17,382
| -17% | -$204K | 0.01% | 803 |
|
|
2023
Q2 | $1.23M | Sell |
103,614
-20
| -0% | -$238 | 0.02% | 753 |
|
|
2023
Q1 | $1.18M | Sell |
103,634
-8,552
| -8% | -$97.2K | 0.02% | 731 |
|
|
2022
Q4 | $1.24M | Sell |
112,186
-2,205
| -2% | -$24.5K | 0.02% | 661 |
|
|
2022
Q3 | $1.24M | Sell |
114,391
-44,996
| -28% | -$488K | 0.02% | 640 |
|
|
2022
Q2 | $1.93M | Sell |
159,387
-12,693
| -7% | -$154K | 0.04% | 439 |
|
|
2022
Q1 | $2.5M | Buy |
+172,080
| New | +$2.5M | 0.04% | 420 |
|