Spire Wealth Management’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
$49K Hold
4,000
﹤0.01% 1200
2025
Q1
$50.4K Hold
4,000
﹤0.01% 1278
2024
Q4
$50.3K Hold
4,000
﹤0.01% 1281
2024
Q3
$51.9K Hold
4,000
﹤0.01% 1123
2024
Q2
$50.1K Hold
4,000
﹤0.01% 1121
2024
Q1
$50.8K Hold
4,000
﹤0.01% 1209
2023
Q4
$48.8K Sell
4,000
-720
-15% -$8.78K ﹤0.01% 1209
2023
Q3
$55.3K Hold
4,720
﹤0.01% 1143
2023
Q2
$56.2K Hold
4,720
﹤0.01% 1152
2023
Q1
$53.7K Buy
4,720
+4,518
+2,237% +$51.4K ﹤0.01% 1173
2022
Q4
$2K Sell
202
-33
-14% -$327 ﹤0.01% 2032
2022
Q3
$3K Sell
235
-8,064
-97% -$103K ﹤0.01% 1853
2022
Q2
$101K Sell
8,299
-13,499
-62% -$164K ﹤0.01% 1028
2022
Q1
$317K Sell
21,798
-70,586
-76% -$1.03M 0.01% 709
2021
Q4
$1.49M Buy
92,384
+57,459
+165% +$926K 0.03% 362
2021
Q3
$620K Buy
34,925
+4,665
+15% +$82.8K 0.02% 539
2021
Q2
$547K Sell
30,260
-11,573
-28% -$209K 0.01% 583
2021
Q1
$500K Buy
+41,833
New +$500K 0.01% 667