IWA
DSL
IBEX Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,547
| Closed | -$99K | – | 248 |
|
|
2021
Q3 | $99K | Buy |
+5,547
| New | +$99K | 0.02% | 225 |
|
|
2020
Q1 | – | Sell |
-184,866
| Closed | -$3.65M | – | 100 |
|
|
2019
Q4 | $3.65M | Buy |
184,866
+3,733
| +2% | +$73.8K | 1.12% | 31 |
|
|
2019
Q3 | $3.61M | Buy |
181,133
+9,527
| +6% | +$190K | 1.2% | 29 |
|
|
2019
Q2 | $3.43M | Buy |
171,606
+36,046
| +27% | +$720K | 0.99% | 31 |
|
|
2019
Q1 | $2.7M | Buy |
+135,560
| New | +$2.7M | 0.95% | 37 |
|