Evoke Wealth’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 | $1.51M | Buy |
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|
2025
Q1 | $1.49M | Hold |
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|
2024
Q4 | $1.47M | Hold |
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|
2024
Q3 | $1.54M | Buy |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $681K | Hold |
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|
2023
Q2 | $671K | Sell |
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|
2023
Q1 | $878K | Sell |
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|
2022
Q4 | $850K | Hold |
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|
2022
Q3 | $874K | Hold |
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|
2022
Q2 | $929K | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.2M | Hold |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | $515K | Buy |
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|
2020
Q1 | $315K | Buy |
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