Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Buy |
39,332
+159
| +0.4% | +$1.95K | 0.16% | 72 |
|
|
2025
Q1 | $494K | Sell |
39,173
-183
| -0.5% | -$2.31K | 0.18% | 69 |
|
|
2024
Q4 | $495K | Buy |
39,356
+155
| +0.4% | +$1.95K | 0.18% | 70 |
|
|
2024
Q3 | $509K | Buy |
39,201
+147
| +0.4% | +$1.91K | 0.19% | 64 |
|
|
2024
Q2 | $489K | Buy |
39,054
+13,649
| +54% | +$171K | 0.2% | 60 |
|
|
2024
Q1 | $323K | Hold |
25,405
| – | – | 0.13% | 80 |
|
|
2023
Q4 | $311K | Buy |
25,405
+8,785
| +53% | +$108K | 0.14% | 74 |
|
|
2023
Q3 | $195K | Hold |
16,620
| – | – | 0.1% | 96 |
|
|
2023
Q2 | $198K | Hold |
16,620
| – | – | 0.1% | 95 |
|
|
2023
Q1 | $189K | Buy |
+16,620
| New | +$189K | 0.1% | 82 |
|
|
2021
Q4 | – | Sell |
-6,100
| Closed | -$108K | – | 158 |
|
|
2021
Q3 | $108K | Hold |
6,100
| – | – | 0.07% | 111 |
|
|
2021
Q2 | $110K | Hold |
6,100
| – | – | 0.07% | 106 |
|
|
2021
Q1 | $111K | Hold |
6,100
| – | – | 0.08% | 103 |
|
|
2020
Q4 | $101K | Hold |
6,100
| – | – | 0.08% | 101 |
|
|
2020
Q3 | $98K | Buy |
+6,100
| New | +$98K | 0.08% | 97 |
|