Walled Lake Planning & Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$626K	Hold
2025 Q1	$646K	Hold
2024 Q4	$635K	Hold
2024 Q3	$666K	Buy
2024 Q2	$536K	Hold
2024 Q1	$541K	Buy
2023 Q4	$359K	Buy
2023 Q3	$252K	Buy