Schwarz Dygos Wheeler Investment Advisors’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 | $1.05M | Buy |
67,358
+1,638
| +2% | +$25.5K | 0.24% | 67 |
|
|
2025
Q1 | $1.06M | Buy |
65,720
+3,508
| +6% | +$56.5K | 0.25% | 64 |
|
|
2024
Q4 | $985K | Buy |
62,212
+12,607
| +25% | +$200K | 0.24% | 68 |
|
|
2024
Q3 | $823K | Buy |
49,605
+75
| +0.2% | +$1.24K | 0.21% | 77 |
|
|
2024
Q2 | $782K | Buy |
49,530
+3,841
| +8% | +$60.6K | 0.21% | 76 |
|
|
2024
Q1 | $728K | Buy |
45,689
+2,813
| +7% | +$44.8K | 0.2% | 79 |
|
|
2023
Q4 | $638K | Buy |
42,876
+285
| +0.7% | +$4.24K | 0.2% | 81 |
|
|
2023
Q3 | $627K | Buy |
42,591
+9,297
| +28% | +$137K | 0.21% | 73 |
|
|
2023
Q2 | $484K | Buy |
33,294
+722
| +2% | +$10.5K | 0.16% | 86 |
|
|
2023
Q1 | $456K | Buy |
32,572
+4,847
| +17% | +$67.8K | 0.16% | 84 |
|
|
2022
Q4 | $364K | Buy |
+27,725
| New | +$364K | 0.14% | 91 |
|