B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,939
| Closed | -$132K | – | 404 |
|
|
2018
Q4 | $132K | Buy |
+6,939
| New | +$132K | 0.03% | 318 |
|
|
2015
Q3 | – | Sell |
-2,985
| Closed | -$69K | – | 268 |
|
|
2015
Q2 | $69K | Buy |
2,985
+30
| +1% | +$693 | 0.05% | 343 |
|
|
2015
Q1 | $73K | Buy |
2,955
+27
| +0.9% | +$667 | 0.05% | 343 |
|
|
2014
Q4 | $71K | Buy |
2,928
+438
| +18% | +$10.6K | 0.06% | 329 |
|
|
2014
Q3 | $58K | Buy |
2,490
+354
| +17% | +$8.25K | 0.04% | 378 |
|
|
2014
Q2 | $50K | Buy |
2,136
+19
| +0.9% | +$445 | 0.03% | 465 |
|
|
2014
Q1 | $49K | Buy |
+2,117
| New | +$49K | 0.04% | 444 |
|