Sequent Planning’s DoubleLine Income Solutions Fund DSL Stock Holding History

Sequent Planning’s Portfolio DSL Stock Details DSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$489K	Sell
2025 Q2	$602K	Buy
2025 Q1	$474K	Sell
2024 Q4	$496K	Sell
2024 Q3	$622K	Sell
2024 Q2	$677K	Buy
2024 Q1	$625K	Buy