Ashton Thomas Private Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $274K | Hold |
17,819
| – | – | 0.01% | 708 |
|
2025
Q1 | $279K | Buy |
17,819
+319
| +2% | +$4.99K | 0.01% | 668 |
|
2024
Q4 | $271K | Buy |
17,500
+1,946
| +13% | +$30.2K | 0.01% | 651 |
|
2024
Q3 | $246K | Buy |
15,554
+2,447
| +19% | +$38.7K | 0.01% | 545 |
|
2024
Q2 | $201K | Sell |
13,107
-1,763
| -12% | -$27.1K | 0.01% | 563 |
|
2024
Q1 | $229K | Buy |
14,870
+3,289
| +28% | +$50.7K | 0.01% | 553 |
|
2023
Q4 | $178K | Buy |
+11,581
| New | +$178K | 0.01% | 560 |
|