SWM
DLY

Spire Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Spire Wealth Management’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,730
Closed -$27.6K – 2246
2024
Q1 		$27.6K Buy
1,730
+25
+1% +$399 ﹤0.01% 1410
2023
Q4 		$25.1K Buy
+1,705
New +$25.1K ﹤0.01% 1459