Spire Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $49K | Hold |
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|
2025
Q1 | $50.4K | Hold |
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|
2024
Q4 | $50.3K | Hold |
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|
2024
Q3 | $51.9K | Hold |
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|
2024
Q2 | $50.1K | Hold |
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|
2024
Q1 | $50.8K | Hold |
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|
2023
Q4 | $48.8K | Sell |
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|
2023
Q3 | $55.3K | Hold |
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|
2023
Q2 | $56.2K | Hold |
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|
2023
Q1 | $53.7K | Buy |
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|
2022
Q4 | $2K | Sell |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $101K | Sell |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $620K | Buy |
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|
2021
Q2 | $547K | Sell |
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|
2021
Q1 | $500K | Buy |
|