PWA
DBL

Principia Wealth Advisory’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Principia Wealth Advisory’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$61.2K Hold
3,981
– – 0.05% 101
2025
Q1 		$61.5K Buy
3,981
+1,160
+41% +$17.9K 0.06% 80
2024
Q4 		$43.7K Buy
+2,821
New +$43.7K 0.04% 82