AWAG
DBL
ARS Wealth Advisors Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
16,300
-100
| -0.6% | -$1.54K | 0.03% | 154 |
|
|
2025
Q1 | $256K | Sell |
16,400
-2,200
| -12% | -$34.4K | 0.04% | 135 |
|
|
2024
Q4 | $288K | Sell |
18,600
-700
| -4% | -$10.9K | 0.04% | 127 |
|
|
2024
Q3 | $305K | Hold |
19,300
| – | – | 0.04% | 134 |
|
|
2024
Q2 | $296K | Hold |
19,300
| – | – | 0.04% | 127 |
|
|
2024
Q1 | $298K | Buy |
19,300
+4,300
| +29% | +$66.3K | 0.04% | 130 |
|
|
2023
Q4 | $230K | Buy |
+15,000
| New | +$230K | 0.03% | 139 |
|