Beacon Harbor Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $178K | Hold |
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|
2023
Q1 | $174K | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $400K | Hold |
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|
2021
Q2 | $407K | Hold |
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|
2021
Q1 | $401K | Hold |
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|
2020
Q4 | $399K | Buy |
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