Sequent Planning’s DoubleLine Income Solutions Fund DSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
49,156
+11,578
| +31% | +$142K | 0.19% | 82 |
|
|
2025
Q1 | $474K | Sell |
37,578
-1,883
| -5% | -$23.7K | 0.17% | 84 |
|
|
2024
Q4 | $496K | Sell |
39,461
-8,434
| -18% | -$106K | 0.18% | 82 |
|
|
2024
Q3 | $622K | Sell |
47,895
-5,785
| -11% | -$75.1K | 0.21% | 81 |
|
|
2024
Q2 | $677K | Buy |
53,680
+4,451
| +9% | +$56.2K | 0.23% | 75 |
|
|
2024
Q1 | $625K | Buy |
+49,229
| New | +$625K | 0.23% | 82 |
|