Williams Jones 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 | $157K | Hold |
12,822
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $162K | Hold |
12,822
| – | – | ﹤0.01% | 465 |
|
|
2024
Q4 | $161K | Sell |
12,822
-2,425
| -16% | -$30.5K | ﹤0.01% | 471 |
|
|
2024
Q3 | $198K | Hold |
15,247
| – | – | ﹤0.01% | 497 |
|
|
2024
Q2 | $191K | Sell |
15,247
-25
| -0.2% | -$313 | ﹤0.01% | 483 |
|
|
2024
Q1 | $194K | Sell |
15,272
-1,762
| -10% | -$22.4K | ﹤0.01% | 503 |
|
|
2023
Q4 | $209K | Sell |
17,034
-6,421
| -27% | -$78.6K | ﹤0.01% | 492 |
|
|
2023
Q3 | $275K | Buy |
+23,455
| New | +$275K | ﹤0.01% | 435 |
|