IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4K | Hold |
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|
2025
Q1 | $2.44K | Hold |
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|
2024
Q4 | $2.42K | Hold |
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|
2024
Q3 | $2.47K | Hold |
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|
2024
Q2 | $2.4K | Hold |
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|
2024
Q1 | $2.41K | Sell |
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|
2023
Q4 | $30.3K | Sell |
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|
2023
Q3 | $44.2K | Hold |
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|
2023
Q2 | $44K | Hold |
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|
2023
Q1 | $80.4K | Sell |
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|
2022
Q4 | $119K | Sell |
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|
2022
Q3 | $133K | Hold |
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|
2022
Q2 | $133K | Hold |
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|
2022
Q1 | $133K | Buy |
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|
2019
Q1 | $8K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $8K | Sell |
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|
2018
Q2 | $14K | Sell |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $23K | Hold |
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|
2017
Q3 | $25K | Sell |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $44K | Sell |
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|
2016
Q4 | $175K | Buy |
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|
2016
Q3 | $54K | Buy |
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|
2016
Q2 | $44K | Buy |
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|
2016
Q1 | $8K | Sell |
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|
2015
Q4 | $30K | Buy |
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