Carson Wealth (CWM LLC)’s DoubleLine Income Solutions Fund DSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Buy |
5,491
+361
| +7% | +$4.41K | ﹤0.01% | 3037 |
|
|
2025
Q1 | $65K | Buy |
5,130
+1,176
| +30% | +$14.9K | ﹤0.01% | 2749 |
|
|
2024
Q4 | $50K | Buy |
3,954
+468
| +13% | +$5.92K | ﹤0.01% | 2798 |
|
|
2024
Q3 | $45K | Buy |
3,486
+76
| +2% | +$981 | ﹤0.01% | 2762 |
|
|
2024
Q2 | $43K | Buy |
3,410
+76
| +2% | +$958 | ﹤0.01% | 2575 |
|
|
2024
Q1 | $42K | Buy |
3,334
+110
| +3% | +$1.39K | ﹤0.01% | 2410 |
|
|
2023
Q4 | $39K | Buy |
3,224
+91
| +3% | +$1.1K | ﹤0.01% | 2323 |
|
|
2023
Q3 | $37K | Sell |
3,133
-444
| -12% | -$5.24K | ﹤0.01% | 2263 |
|
|
2023
Q2 | $43K | Buy |
3,577
+775
| +28% | +$9.32K | ﹤0.01% | 2084 |
|
|
2023
Q1 | $32K | Buy |
2,802
+75
| +3% | +$857 | ﹤0.01% | 2178 |
|
|
2022
Q4 | $30K | Sell |
2,727
-838
| -24% | -$9.22K | ﹤0.01% | 2073 |
|
|
2022
Q3 | $38K | Buy |
3,565
+680
| +24% | +$7.25K | ﹤0.01% | 1794 |
|
|
2022
Q2 | $35K | Buy |
2,885
+72
| +3% | +$873 | ﹤0.01% | 1792 |
|
|
2022
Q1 | $41K | Buy |
2,813
+53
| +2% | +$772 | ﹤0.01% | 1688 |
|
|
2021
Q4 | $44K | Buy |
+2,760
| New | +$44K | ﹤0.01% | 1619 |
|
|
2021
Q2 | $50K | Hold |
2,791
| – | – | ﹤0.01% | 1395 |
|
|
2021
Q1 | $50K | Hold |
2,791
| – | – | ﹤0.01% | 1395 |
|
|
2020
Q4 | $50K | Hold |
2,791
| – | – | ﹤0.01% | 1395 |
|
|
2020
Q3 | $50K | Hold |
2,791
| – | – | ﹤0.01% | 1395 |
|
|
2020
Q2 | $50K | Hold |
2,791
| – | – | ﹤0.01% | 1395 |
|
|
2020
Q1 | $50K | Hold |
2,791
| – | – | ﹤0.01% | 1395 |
|
|
2019
Q4 | $50K | Hold |
2,791
| – | – | ﹤0.01% | 1395 |
|
|
2019
Q3 | $50K | Hold |
2,791
| – | – | ﹤0.01% | 1395 |
|
|
2019
Q2 | $50K | Hold |
2,791
| – | – | ﹤0.01% | 1395 |
|
|
2019
Q1 | $50K | Sell |
2,791
-18,848
| -87% | -$338K | ﹤0.01% | 1395 |
|
|
2018
Q4 | $375K | Buy |
+21,639
| New | +$375K | 0.01% | 488 |
|