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 |
|