KWA
DSL

Kellett Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Kellett Wealth Advisors’s Portfolio DSL Stock Details DSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,000
Closed -$135K – 86
2023
Q4 		$135K Buy
+11,000
New +$135K 0.1% 78