Total Clarity Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-13,932
| Closed | -$221K | – | 299 |
|
2025
Q1 | $221K | Hold |
13,932
| – | – | 0.07% | 235 |
|
2024
Q4 | $221K | Buy |
13,932
+950
| +7% | +$15K | 0.07% | 235 |
|
2024
Q3 | $215K | Buy |
12,982
+917
| +8% | +$15.2K | 0.07% | 233 |
|
2024
Q2 | $190K | Buy |
12,065
+218
| +2% | +$3.44K | 0.07% | 234 |
|
2024
Q1 | $189K | Buy |
+11,847
| New | +$189K | 0.07% | 256 |
|