Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-393
| Closed | -$4K | – | 368 |
|
|
2022
Q3 | $4K | Hold |
393
| – | – | ﹤0.01% | 537 |
|
|
2022
Q2 | $5K | Buy |
+393
| New | +$5K | ﹤0.01% | 519 |
|
|
2022
Q1 | – | Sell |
-2,185
| Closed | -$35K | – | 330 |
|
|
2021
Q4 | $35K | Hold |
2,185
| – | – | 0.03% | 307 |
|
|
2021
Q3 | $39K | Hold |
2,185
| – | – | 0.03% | 270 |
|
|
2021
Q2 | $40K | Hold |
2,185
| – | – | 0.03% | 280 |
|
|
2021
Q1 | $40K | Buy |
+2,185
| New | +$40K | 0.03% | 251 |
|
|
2018
Q3 | $19K | Hold |
960
| – | – | 0.01% | 352 |
|
|
2018
Q2 | $19K | Hold |
960
| – | – | 0.01% | 321 |
|
|
2018
Q1 | $19K | Hold |
960
| – | – | 0.01% | 298 |
|
|
2017
Q4 | $20K | Buy |
+960
| New | +$20K | 0.02% | 302 |
|