Strategic Wealth Partners’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 | $2.42M | Buy |
+197,357
| New | +$2.42M | 0.19% | 93 |
|
|
2024
Q4 | $1.5M | Buy |
116,757
+700
| +0.6% | +$8.98K | 0.12% | 118 |
|
|
2024
Q3 | $1.51M | Hold |
116,057
| – | – | 0.14% | 116 |
|
|
2024
Q2 | $1.45M | Hold |
116,057
| – | – | 0.15% | 108 |
|
|
2024
Q1 | $1.47M | Hold |
116,057
| – | – | 0.16% | 104 |
|
|
2023
Q4 | $1.42M | Hold |
116,057
| – | – | 0.18% | 108 |
|
|
2023
Q3 | $1.36M | Hold |
116,057
| – | – | 0.18% | 135 |
|
|
2023
Q2 | $1.38M | Buy |
+116,057
| New | +$1.38M | 0.18% | 133 |
|