CAPTRUST Financial Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $3.2M | Hold |
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|
2024
Q2 | $3.04M | Buy |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.97M | Sell |
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|
2023
Q1 | $5.48M | Buy |
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|
2022
Q4 | $2.59M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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