Family 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
Q1 | – | Sell |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $209K | Sell |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $393K | Hold |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $3.71M | Buy |
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|
2022
Q1 | $3.87M | Buy |
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|
2021
Q4 | $4.26M | Buy |
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|
2021
Q3 | $4.1M | Sell |
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|
2021
Q2 | $4.21M | Buy |
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|
2021
Q1 | $4.13M | Sell |
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|
2020
Q4 | $4.66M | Buy |
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|
2020
Q3 | $4.23M | Sell |
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|
2020
Q2 | $4.21M | Sell |
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|
2020
Q1 | $4.14M | Buy |
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|
2019
Q4 | $3.35M | Buy |
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|
2019
Q3 | $2.84M | Buy |
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|
2019
Q2 | $2.03M | Buy |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $1.05M | Buy |
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