JPWM
DLY

Jamison Private Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Jamison Private Wealth Management’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$16.6K – 278
2024
Q3 		$16.6K Hold
1,000
– – ﹤0.01% 314
2024
Q2 		$15.8K Hold
1,000
– – ﹤0.01% 300
2024
Q1 		$15.9K Hold
1,000
– – ﹤0.01% 306
2023
Q4 		$14.9K Hold
1,000
– – ﹤0.01% 286
2023
Q3 		$14.7K Buy
+1,000
New +$14.7K ﹤0.01% 282