WLPWM
DLY
Walled Lake Planning & Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Hold |
40,142
| – | – | 0.2% | 60 |
|
|
2025
Q1 | $646K | Hold |
40,142
| – | – | 0.23% | 58 |
|
|
2024
Q4 | $635K | Hold |
40,142
| – | – | 0.24% | 59 |
|
|
2024
Q3 | $666K | Buy |
40,142
+6,200
| +18% | +$103K | 0.25% | 54 |
|
|
2024
Q2 | $536K | Hold |
33,942
| – | – | 0.22% | 57 |
|
|
2024
Q1 | $541K | Buy |
33,942
+9,770
| +40% | +$156K | 0.22% | 47 |
|
|
2023
Q4 | $359K | Buy |
24,172
+7,035
| +41% | +$105K | 0.17% | 66 |
|
|
2023
Q3 | $252K | Buy |
+17,137
| New | +$252K | 0.13% | 78 |
|