Wealthcare Advisory Partners’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $238K | Buy |
15,265
+315
| +2% | +$4.91K | 0.01% | 876 |
|
2025
Q1 | $241K | Sell |
14,950
-2,380
| -14% | -$38.3K | 0.01% | 817 |
|
2024
Q4 | $274K | Buy |
17,330
+615
| +4% | +$9.74K | 0.01% | 746 |
|
2024
Q3 | $277K | Buy |
16,715
+4,605
| +38% | +$76.4K | 0.01% | 743 |
|
2024
Q2 | $191K | Buy |
12,110
+1,805
| +18% | +$28.5K | 0.01% | 797 |
|
2024
Q1 | $164K | Buy |
+10,305
| New | +$164K | 0.01% | 778 |
|