Litman Gregory Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $880K | Buy |
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|
2022
Q1 | $817K | Buy |
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|
2021
Q4 | $881K | Buy |
|
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|
2021
Q3 | $944K | Buy |
|
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|
2021
Q2 | $973 | Sell |
|
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|
2021
Q1 | $1.5M | Sell |
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|
2020
Q4 | $2M | Buy |
|
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|
2020
Q3 | $1.69M | Buy |
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|
2020
Q2 | $899K | Buy |
|
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|
2020
Q1 | $254K | Sell |
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|
2019
Q4 | $481K | Hold |
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|
2019
Q3 | $485K | Hold |
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|
2019
Q2 | $486K | Sell |
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|
2019
Q1 | $625K | Sell |
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|
2018
Q4 | $691K | Buy |
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