Belpointe Asset Management’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 | $215K | Hold |
13,775
| – | – | 0.01% | 856 |
|
|
2025
Q1 | $222K | Hold |
13,775
| – | – | 0.01% | 831 |
|
|
2024
Q4 | $225K | Hold |
13,775
| – | – | 0.01% | 772 |
|
|
2024
Q3 | $229K | Hold |
13,775
| – | – | 0.01% | 763 |
|
|
2024
Q2 | $217K | Buy |
13,775
+100
| +0.7% | +$1.58K | 0.02% | 703 |
|
|
2024
Q1 | $218K | Buy |
+13,675
| New | +$218K | 0.02% | 713 |
|
|
2023
Q1 | – | Sell |
-368
| Closed | -$4.83K | – | 3751 |
|
|
2022
Q4 | $4.83K | Buy |
+368
| New | +$4.83K | ﹤0.01% | 2949 |
|
|
2022
Q2 | – | Sell |
-17,043
| Closed | -$285K | – | 1165 |
|
|
2022
Q1 | $285K | Buy |
+17,043
| New | +$285K | 0.02% | 750 |
|