Carson Wealth (CWM LLC)’s DoubleLine Income Solutions Fund DSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $75K | Buy |
|
|||||
|
2025
Q2 | $67K | Buy |
|
|||||
|
2025
Q1 | $65K | Buy |
|
|||||
|
2024
Q4 | $50K | Buy |
|
|||||
|
2024
Q3 | $45K | Buy |
|
|||||
|
2024
Q2 | $43K | Buy |
|
|||||
|
2024
Q1 | $42K | Buy |
|
|||||
|
2023
Q4 | $39K | Buy |
|
|||||
|
2023
Q3 | $37K | Sell |
|
|||||
|
2023
Q2 | $43K | Buy |
|
|||||
|
2023
Q1 | $32K | Buy |
|
|||||
|
2022
Q4 | $30K | Sell |
|
|||||
|
2022
Q3 | $38K | Buy |
|
|||||
|
2022
Q2 | $35K | Buy |
|
|||||
|
2022
Q1 | $41K | Buy |
|
|||||
|
2021
Q4 | $44K | Buy |
|
|||||
|
2021
Q2 | $50K | Hold |
|
|||||
|
2021
Q1 | $50K | Hold |
|
|||||
|
2020
Q4 | $50K | Hold |
|
|||||
|
2020
Q3 | $50K | Hold |
|
|||||
|
2020
Q2 | $50K | Hold |
|
|||||
|
2020
Q1 | $50K | Hold |
|
|||||
|
2019
Q4 | $50K | Hold |
|
|||||
|
2019
Q3 | $50K | Hold |
|
|||||
|
2019
Q2 | $50K | Hold |
|
|||||
|
2019
Q1 | $50K | Sell |
|
|||||
|
2018
Q4 | $375K | Buy |
|