Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,200
| Closed | -$136K | – | 478 |
|
|
2020
Q2 | $136K | Hold |
7,200
| – | – | 0.03% | 169 |
|
|
2020
Q1 | $122K | Hold |
7,200
| – | – | 0.03% | 160 |
|
|
2019
Q4 | $149K | Hold |
7,200
| – | – | 0.03% | 163 |
|
|
2019
Q3 | $149K | Hold |
7,200
| – | – | 0.03% | 159 |
|
|
2019
Q2 | $149K | Hold |
7,200
| – | – | 0.03% | 161 |
|
|
2019
Q1 | $145K | Hold |
7,200
| – | – | 0.04% | 156 |
|
|
2018
Q4 | $136K | Buy |
+7,200
| New | +$136K | 0.04% | 163 |
|