Walled Lake Planning & Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $509K | Buy |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | $195K | Hold |
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|
2023
Q2 | $198K | Hold |
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|
2023
Q1 | $189K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $110K | Hold |
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|
2021
Q1 | $111K | Hold |
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|
2020
Q4 | $101K | Hold |
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|
2020
Q3 | $98K | Buy |
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