CIBC Private Wealth Group’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 | $200K | Buy |
12,815
+3,356
| +35% | +$52.3K | ﹤0.01% | 1132 |
|
2025
Q1 | $138K | Hold |
9,459
| – | – | ﹤0.01% | 1221 |
|
2024
Q4 | $150K | Sell |
9,459
-910
| -9% | -$14.4K | ﹤0.01% | 1271 |
|
2024
Q3 | $172K | Buy |
10,369
+3,019
| +41% | +$50.1K | ﹤0.01% | 1262 |
|
2024
Q2 | $118K | Hold |
7,350
| – | – | ﹤0.01% | 1332 |
|
2024
Q1 | $117K | Buy |
+7,350
| New | +$117K | ﹤0.01% | 1331 |
|