Journey Strategic Wealth’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $459K | Sell |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $611K | Sell |
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|
2023
Q3 | $665K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $226K | Buy |
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