Circle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $359K | Hold |
|
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|
2023
Q4 | $358K | Hold |
|
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|
2023
Q3 | $340K | Hold |
|
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|
2023
Q2 | $338K | Hold |
|
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|
2023
Q1 | $330K | Hold |
|
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|
2022
Q4 | $346K | Hold |
|
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|
2022
Q3 | $337K | Hold |
|
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|
2022
Q2 | $363K | Hold |
|
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|
2022
Q1 | $390K | Buy |
|
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|
2021
Q4 | $351K | Buy |
|
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|
2021
Q3 | $298K | Buy |
|