AWM
OPP

AE Wealth Management’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

AE Wealth Management’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,884
Closed -$182K – 1527
2020
Q4 		$182K Sell
12,884
-681
-5% -$9.62K ﹤0.01% 1280
2020
Q3 		$184K Sell
13,565
-2,504
-16% -$34K ﹤0.01% 1183
2020
Q2 		$221K Buy
16,069
+1,750
+12% +$24.1K ﹤0.01% 1117
2020
Q1 		$181K Buy
+14,319
New +$181K ﹤0.01% 1009