Ahrens Investment Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-500
| Closed | -$8K | – | 328 |
|
2022
Q2 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 678 |
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$19K | – | 1034 |
|
2021
Q4 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 585 |
|
2017
Q4 | – | Sell |
-9,900
| Closed | -$238K | – | 165 |
|
2017
Q3 | $238K | Sell |
9,900
-1,700
| -15% | -$40.9K | 0.1% | 121 |
|
2017
Q2 | $293K | Buy |
11,600
+2,400
| +26% | +$60.6K | 0.13% | 96 |
|
2017
Q1 | $220K | Buy |
+9,200
| New | +$220K | 0.11% | 117 |
|