Gupta Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-415
| Closed | -$7K | – | 1174 |
|
2015
Q4 | $7K | Sell |
415
-11,600
| -97% | -$196K | ﹤0.01% | 955 |
|
2015
Q3 | $208K | Buy |
+12,015
| New | +$208K | 0.05% | 242 |
|
2015
Q2 | – | Sell |
-2,055
| Closed | -$41K | – | 1272 |
|
2015
Q1 | $41K | Buy |
+2,055
| New | +$41K | 0.01% | 437 |
|