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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,000
Closed -$135K – 86
2023
Q4 		$135K Buy
+11,000
New +$127K 0.1% 78

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Kellett Wealth Advisors's DSL Position: Q1 2024 in Review

Kellett Wealth Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2024, closing a stake of 11,000 shares — an estimated $135K sold.

Kellett Wealth Advisors first reported a position in DSL in Q4 2023 and held it in 1 quarter. The position peaked at $135K in Q4 2023. 173 funds tracked by Wall St. Rank hold DSL as of Q1 2024.

  • Kellett Wealth Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q1 2024 after selling out during the quarter.
  • Kellett Wealth Advisors sold 11,000 DoubleLine Income Solutions Fund shares in Q1 2024, an estimated $135K.
  • Kellett Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2023 and held it in 1 quarter.
  • Kellett Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $135K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2024.

Based on Kellett Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.