Journey Strategic Wealth’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
37,561
+2,365
| +7% | +$36.9K | 0.02% | 257 |
|
|
2025
Q1 | $567K | Buy |
35,196
+2,900
| +9% | +$46.7K | 0.02% | 206 |
|
|
2024
Q4 | $511K | Buy |
32,296
+5,683
| +21% | +$90K | 0.02% | 214 |
|
|
2024
Q3 | $442K | Sell |
26,613
-2,500
| -9% | -$41.5K | 0.02% | 241 |
|
|
2024
Q2 | $459K | Sell |
29,113
-2,500
| -8% | -$39.5K | 0.02% | 176 |
|
|
2024
Q1 | $504K | Sell |
31,613
-9,500
| -23% | -$151K | 0.02% | 132 |
|
|
2023
Q4 | $611K | Sell |
41,113
-4,000
| -9% | -$59.5K | 0.03% | 90 |
|
|
2023
Q3 | $665K | Buy |
45,113
+22,000
| +95% | +$324K | 0.03% | 73 |
|
|
2023
Q2 | $336K | Buy |
23,113
+4,617
| +25% | +$67.1K | 0.02% | 111 |
|
|
2023
Q1 | $259K | Buy |
18,496
+1,290
| +7% | +$18K | 0.03% | 182 |
|
|
2022
Q4 | $226K | Buy |
+17,206
| New | +$226K | 0.03% | 190 |
|