Avantax Advisory Services’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 | $170K | Sell |
13,901
-5,812
| -29% | -$71.1K | ﹤0.01% | 2235 |
|
|
2025
Q1 | $249K | Sell |
19,713
-15,420
| -44% | -$194K | ﹤0.01% | 1958 |
|
|
2024
Q4 | $442K | Buy |
35,133
+14,849
| +73% | +$187K | ﹤0.01% | 1530 |
|
|
2024
Q3 | $263K | Buy |
20,284
+8,333
| +70% | +$108K | ﹤0.01% | 1849 |
|
|
2024
Q2 | $150K | Buy |
+11,951
| New | +$150K | ﹤0.01% | 1985 |
|
|
2024
Q1 | – | Sell |
-16,256
| Closed | -$199K | – | 1664 |
|
|
2023
Q4 | $199K | Buy |
16,256
+4,608
| +40% | +$56.4K | ﹤0.01% | 1479 |
|
|
2023
Q3 | $137K | Buy |
+11,648
| New | +$137K | ﹤0.01% | 1472 |
|
|
2020
Q4 | – | Sell |
-18,515
| Closed | -$297K | – | 1035 |
|
|
2020
Q3 | $297K | Buy |
+18,515
| New | +$297K | ﹤0.01% | 1022 |
|
|
2020
Q1 | – | Sell |
-10,468
| Closed | -$207K | – | 824 |
|
|
2019
Q4 | $207K | Buy |
+10,468
| New | +$207K | ﹤0.01% | 771 |
|