GSWM
DBL

Golden State Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Golden State Wealth Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$62.4K Buy
4,057
+38
+0.9% +$585 0.01% 597
2025
Q1 		$62.8K Buy
4,019
+38
+1% +$594 0.01% 544
2024
Q4 		$61.7K Buy
+3,981
New +$61.7K 0.01% 541
2022
Q1 		$203K Buy
12,118
+1,118
+10% +$18.7K 0.04% 295
2021
Q4 		$211K Buy
+11,000
New +$211K 0.04% 346