Institute for 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 | $315K | Buy |
25,774
+12,355
| +92% | +$151K | 0.04% | 421 |
|
|
2025
Q1 | $169K | Hold |
13,419
| – | – | 0.02% | 513 |
|
|
2024
Q4 | $169K | Hold |
13,419
| – | – | 0.02% | 490 |
|
|
2024
Q3 | $174K | Hold |
13,419
| – | – | 0.02% | 525 |
|
|
2024
Q2 | $168K | Sell |
13,419
-4,310
| -24% | -$54K | 0.02% | 487 |
|
|
2024
Q1 | $225K | Buy |
+17,729
| New | +$225K | 0.03% | 450 |
|