WP
DSL
WealthPLAN Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Hold |
13,575
| – | – | 0.03% | 251 |
|
|
2025
Q1 | $171K | Hold |
13,575
| – | – | 0.02% | 243 |
|
|
2024
Q4 | $171K | Sell |
13,575
-599
| -4% | -$7.53K | 0.02% | 236 |
|
|
2024
Q3 | $184K | Buy |
14,174
+2,475
| +21% | +$32.1K | 0.02% | 250 |
|
|
2024
Q2 | $146K | Sell |
11,699
-200
| -2% | -$2.5K | 0.02% | 292 |
|
|
2024
Q1 | $151K | Buy |
11,899
+1,000
| +9% | +$12.7K | 0.02% | 296 |
|
|
2023
Q4 | $133K | Hold |
10,899
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $128K | Hold |
10,899
| – | – | 0.01% | 305 |
|
|
2023
Q2 | $130K | Hold |
10,899
| – | – | 0.02% | 354 |
|
|
2023
Q1 | $124K | Hold |
10,899
| – | – | 0.01% | 380 |
|
|
2022
Q4 | $134K | Buy |
+10,899
| New | +$134K | 0.01% | 382 |
|
|
2016
Q3 | $9.47K | Sell |
500
-500
| -50% | -$9.47K | ﹤0.01% | 611 |
|
|
2016
Q2 | $9.18K | Buy |
+1,000
| New | +$9.18K | ﹤0.01% | 1780 |
|