Executive 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
2019
Q3
Sell
-402
Closed -$8K 285
2019
Q2
$8K Buy
402
+2
+0.5% +$40 ﹤0.01% 642
2019
Q1
$8K Hold
400
﹤0.01% 586
2018
Q4
$8K Buy
+400
New +$8K ﹤0.01% 603