ARS Wealth Advisors Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Sell
2025
Q2
$251K Sell
2025
Q1
$256K Sell
2024
Q4
$288K Sell
2024
Q3
$305K Hold
2024
Q2
$296K Hold
2024
Q1
$298K Buy
2023
Q4
$230K Buy