YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,000
| Closed | -$100K | – | 292 |
|
|
2019
Q2 | $100K | Buy |
5,000
+1,500
| +43% | +$30K | 0.04% | 286 |
|
|
2019
Q1 | $70K | Sell |
3,500
-1,500
| -30% | -$30K | 0.03% | 329 |
|
|
2018
Q4 | $87K | Hold |
5,000
| – | – | 0.05% | 265 |
|
|
2018
Q3 | $102K | Buy |
5,000
+1,500
| +43% | +$30.6K | 0.05% | 281 |
|
|
2018
Q2 | $70K | Hold |
3,500
| – | – | 0.03% | 331 |
|
|
2018
Q1 | $72K | Buy |
3,500
+2,500
| +250% | +$51.4K | 0.03% | 330 |
|
|
2017
Q4 | $20K | Sell |
1,000
-1,500
| -60% | -$30K | 0.01% | 514 |
|
|
2017
Q3 | $53K | Buy |
+2,500
| New | +$53K | 0.03% | 372 |
|