Williams Jones Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Williams Jones Wealth Management’s Portfolio DSL Stock Details DSL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$157K	Hold
2025 Q2	$157K	Hold
2025 Q1	$162K	Hold
2024 Q4	$161K	Sell
2024 Q3	$198K	Hold
2024 Q2	$191K	Sell
2024 Q1	$194K	Sell
2023 Q4	$209K	Sell
2023 Q3	$275K	Buy