KPWS
DLY

Kestra Private Wealth Services’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Kestra Private Wealth Services’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,078
Closed -$231K – 998
2021
Q3 		$231K Buy
12,078
+78
+0.7% +$1.49K 0.01% 801
2021
Q2 		$240K Buy
12,000
+209
+2% +$4.18K 0.01% 747
2021
Q1 		$226K Buy
+11,791
New +$226K 0.02% 695