Carson Wealth (CWM LLC)
DLY

Carson Wealth (CWM LLC)’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DLY Stock Details DLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,000
Closed -$50K – 4953
2024
Q3 		$50K Buy
+3,000
New +$50K ﹤0.01% 2691
2022
Q4 		– Sell
-900
Closed -$12K – 4009
2022
Q3 		$12K Buy
+900
New +$12K ﹤0.01% 2553