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Curi Wealth Management’s DoubleLine Commercial Real Estate ETF DCRE Stock Holding History

Curi Wealth Management’s Portfolio DCRE Stock Details DCRE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-119,603
Closed -$6.09M – 157
2023
Q4 		$6.09M Buy
119,603
+4,463
+4% +$227K 0.84% 41
2023
Q3 		$5.81M Sell
115,140
-10,775
-9% -$544K 0.89% 39
2023
Q2 		$6.35M Buy
+125,915
New +$6.35M 0.86% 40