SOA Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9K | Buy |
2,035
+18
| +0.9% | +$220 | ﹤0.01% | 465 |
|
|
2025
Q1 | $25.4K | Hold |
2,017
| – | – | 0.01% | 433 |
|
|
2024
Q4 | $25.4K | Buy |
2,017
+18
| +0.9% | +$226 | ﹤0.01% | 419 |
|
|
2024
Q3 | $26K | Buy |
1,999
+50
| +3% | +$649 | ﹤0.01% | 411 |
|
|
2024
Q2 | $24.4K | Buy |
1,949
+51
| +3% | +$639 | ﹤0.01% | 409 |
|
|
2024
Q1 | $24.1K | Buy |
1,898
+65
| +4% | +$826 | 0.01% | 414 |
|
|
2023
Q4 | $22.4K | Buy |
1,833
+51
| +3% | +$624 | 0.01% | 409 |
|
|
2023
Q3 | $20.9K | Hold |
1,782
| – | – | 0.01% | 413 |
|
|
2023
Q2 | $21.2K | Hold |
1,782
| – | – | 0.01% | 422 |
|
|
2023
Q1 | $20.3K | Hold |
1,782
| – | – | 0.01% | 422 |
|
|
2022
Q4 | $19.8K | Hold |
1,782
| – | – | 0.01% | 409 |
|
|
2022
Q3 | $19K | Hold |
1,782
| – | – | 0.01% | 395 |
|
|
2022
Q2 | $21K | Hold |
1,782
| – | – | 0.01% | 374 |
|
|
2022
Q1 | $25K | Hold |
1,782
| – | – | 0.01% | 420 |
|
|
2021
Q4 | $28K | Hold |
1,782
| – | – | 0.01% | 385 |
|
|
2021
Q3 | $31K | Hold |
1,782
| – | – | 0.01% | 378 |
|
|
2021
Q2 | $32K | Sell |
1,782
-200
| -10% | -$3.59K | 0.01% | 377 |
|
|
2021
Q1 | $35K | Hold |
1,982
| – | – | 0.01% | 313 |
|
|
2020
Q4 | $34K | Buy |
+1,982
| New | +$34K | 0.01% | 314 |
|