Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-101
| Closed | -$2K | – | 828 |
|
|
2021
Q3 | $2K | Sell |
101
-483
| -83% | -$9.56K | ﹤0.01% | 1736 |
|
|
2021
Q2 | $11K | Buy |
584
+440
| +306% | +$8.29K | ﹤0.01% | 1499 |
|
|
2021
Q1 | $2K | Sell |
144
-43
| -23% | -$597 | ﹤0.01% | 1510 |
|
|
2020
Q4 | $3K | Buy |
+187
| New | +$3K | ﹤0.01% | 1194 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$684 | – | 982 |
|
|
2020
Q1 | $684 | Hold |
40
| – | – | ﹤0.01% | 992 |
|
|
2019
Q4 | $836 | Buy |
+40
| New | +$836 | ﹤0.01% | 909 |
|