Baldwin Wealth Partners’s DoubleLine Commercial Real Estate ETF DCRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.89M Sell
55,595
-3,342
-6% -$174K 0.2% 72
2025
Q1
$3.06M Sell
58,937
-20,571
-26% -$1.07M 0.21% 70
2024
Q4
$4.09M Sell
79,508
-115,442
-59% -$5.94M 0.28% 64
2024
Q3
$10.1M Buy
+194,950
New +$10.1M 0.69% 40