Evoke Wealth’s DoubleLine Income Solutions Fund DSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Hold |
197,436
| – | – | 0.06% | 127 |
|
|
2025
Q1 | $2.49M | Sell |
197,436
-390
| -0.2% | -$4.92K | 0.07% | 118 |
|
|
2024
Q4 | $2.49M | Sell |
197,826
-3,736
| -2% | -$47K | 0.07% | 113 |
|
|
2024
Q3 | $2.62M | Buy |
201,562
+178,062
| +758% | +$2.31M | 0.07% | 104 |
|
|
2024
Q2 | $294K | Sell |
23,500
-178,685
| -88% | -$2.24M | 0.35% | 57 |
|
|
2024
Q1 | $2.57M | Buy |
202,185
+178,685
| +760% | +$2.27M | 0.08% | 94 |
|
|
2023
Q4 | $288K | Sell |
23,500
-187,312
| -89% | -$2.29M | 0.47% | 50 |
|
|
2023
Q3 | $2.47M | Sell |
210,812
-1,440
| -0.7% | -$16.9K | 0.09% | 103 |
|
|
2023
Q2 | $2.53M | Buy |
212,252
+216
| +0.1% | +$2.57K | 0.09% | 101 |
|
|
2023
Q1 | $2.41M | Buy |
212,036
+1,810
| +0.9% | +$20.6K | 0.09% | 102 |
|
|
2022
Q4 | $2.33M | Sell |
210,226
-9,056
| -4% | -$100K | 0.08% | 106 |
|
|
2022
Q3 | $2.37M | Buy |
219,282
+2,331
| +1% | +$25.2K | 0.1% | 93 |
|
|
2022
Q2 | $2.63M | Buy |
216,951
+47,456
| +28% | +$576K | 0.1% | 96 |
|
|
2022
Q1 | $2.46M | Buy |
169,495
+5,333
| +3% | +$77.4K | 0.08% | 105 |
|
|
2021
Q4 | $2.65M | Sell |
164,162
-10,520
| -6% | -$170K | 0.08% | 107 |
|
|
2021
Q3 | $3.1M | Buy |
174,682
+5,972
| +4% | +$106K | 0.12% | 96 |
|
|
2021
Q2 | $3.05M | Buy |
168,710
+32,425
| +24% | +$587K | 0.12% | 98 |
|
|
2021
Q1 | $2.48M | Sell |
136,285
-33,662
| -20% | -$611K | 0.11% | 101 |
|
|
2020
Q4 | $2.82M | Buy |
169,947
+12,915
| +8% | +$214K | 0.19% | 36 |
|
|
2020
Q3 | $2.52M | Buy |
157,032
+70,621
| +82% | +$1.13M | 0.2% | 42 |
|
|
2020
Q2 | $1.33M | Sell |
86,411
-324,216
| -79% | -$4.98M | 0.13% | 48 |
|
|
2020
Q1 | $5.48M | Sell |
410,627
-244,924
| -37% | -$3.27M | 0.78% | 21 |
|
|
2019
Q4 | $13M | Buy |
655,551
+25,601
| +4% | +$506K | 1.65% | 12 |
|
|
2019
Q3 | $12.5M | Buy |
+629,950
| New | +$12.5M | 1.54% | 14 |
|