PWM
DSL

Perigon Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Perigon Wealth Management’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,832
Closed -$80K – 623
2020
Q4 		$80K Buy
+4,832
New +$80K 0.01% 593
2018
Q1 		– Sell
-8,067
Closed -$163K – 650
2017
Q4 		$163K Buy
8,067
+1,800
+29% +$36.4K 0.06% 160
2017
Q3 		$133K Buy
+6,267
New +$133K 0.04% 229