Harvest Group 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Hold |
0
| – | – | – | 567 |
|
2020
Q1 | – | Sell |
-1,250
| Closed | -$24K | – | 620 |
|
2019
Q4 | $24K | Sell |
1,250
-1,038
| -45% | -$19.9K | 0.02% | 136 |
|
2019
Q3 | $46K | Buy |
2,288
+1
| +0% | +$20 | 0.06% | 79 |
|
2019
Q2 | $45K | Sell |
2,287
-1
| -0% | -$20 | 0.06% | 76 |
|
2019
Q1 | $46K | Buy |
+2,288
| New | +$46K | 0.04% | 93 |
|