Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-625
| Closed | -$9.11K | – | 2109 |
|
|
2023
Q3 | $9.11K | Hold |
625
| – | – | ﹤0.01% | 1597 |
|
|
2023
Q2 | $9.07K | Hold |
625
| – | – | ﹤0.01% | 1604 |
|
|
2023
Q1 | $8.86K | Sell |
625
-8,955
| -93% | -$127K | ﹤0.01% | 1582 |
|
|
2022
Q4 | $142K | Buy |
9,580
+4,607
| +93% | +$68.4K | 0.01% | 736 |
|
|
2022
Q3 | $71K | Buy |
4,973
+3,071
| +161% | +$43.8K | ﹤0.01% | 909 |
|
|
2022
Q2 | $29K | Buy |
+1,902
| New | +$29K | ﹤0.01% | 1504 |
|