Avidian Wealth Enterprises’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
14,000
| – | – | 0.01% | 507 |
|
|
2025
Q1 | $225K | Hold |
14,000
| – | – | 0.01% | 485 |
|
|
2024
Q4 | $222K | Hold |
14,000
| – | – | 0.01% | 463 |
|
|
2024
Q3 | $232K | Hold |
14,000
| – | – | 0.01% | 452 |
|
|
2024
Q2 | $221K | Hold |
14,000
| – | – | 0.01% | 453 |
|
|
2024
Q1 | $223K | Hold |
14,000
| – | – | 0.01% | 398 |
|
|
2023
Q4 | $208K | Hold |
14,000
| – | – | 0.01% | 394 |
|
|
2023
Q3 | $206K | Hold |
14,000
| – | – | 0.01% | 380 |
|
|
2023
Q2 | $203K | Hold |
14,000
| – | – | 0.01% | 395 |
|
|
2023
Q1 | $196K | Buy |
+14,000
| New | +$196K | 0.01% | 453 |
|