Future Financial Wealth Management’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 | $206K | Hold |
16,850
| – | – | 0.14% | 109 |
|
|
2025
Q1 | $212K | Hold |
16,850
| – | – | 0.16% | 106 |
|
|
2024
Q4 | $212K | Hold |
16,850
| – | – | 0.15% | 105 |
|
|
2024
Q3 | $219K | Hold |
16,850
| – | – | 0.16% | 110 |
|
|
2024
Q2 | $211K | Buy |
16,850
+200
| +1% | +$2.5K | 0.19% | 105 |
|
|
2024
Q1 | $211K | Hold |
16,650
| – | – | 0.16% | 106 |
|
|
2023
Q4 | $204K | Sell |
16,650
-1,000
| -6% | -$12.2K | 0.2% | 99 |
|
|
2023
Q3 | $207K | Sell |
17,650
-1,000
| -5% | -$11.7K | 0.23% | 96 |
|
|
2023
Q2 | $222K | Buy |
18,650
+5,000
| +37% | +$59.6K | 0.23% | 98 |
|
|
2023
Q1 | $155K | Sell |
13,650
-1,000
| -7% | -$11.4K | 0.17% | 103 |
|
|
2022
Q4 | $162K | Sell |
14,650
-16,600
| -53% | -$184K | 0.19% | 107 |
|
|
2022
Q3 | $379K | Hold |
31,250
| – | – | 0.44% | 68 |
|
|
2022
Q2 | $454K | Hold |
31,250
| – | – | 0.44% | 69 |
|
|
2022
Q1 | $454K | Hold |
31,250
| – | – | 0.38% | 69 |
|
|
2021
Q4 | $508K | Sell |
31,250
-9,000
| -22% | -$146K | 0.41% | 62 |
|
|
2021
Q3 | $728K | Hold |
40,250
| – | – | 0.75% | 49 |
|
|
2021
Q2 | $728K | Hold |
40,250
| – | – | 0.75% | 49 |
|
|
2021
Q1 | $731K | Sell |
40,250
-1,000
| -2% | -$18.2K | 0.84% | 37 |
|
|
2020
Q4 | $684K | Buy |
+41,250
| New | +$684K | 0.79% | 36 |
|