Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,752
| Closed | -$284K | – | 361 |
|
|
2019
Q4 | $284K | Buy |
13,752
+99
| +0.7% | +$2.05K | 0.05% | 352 |
|
|
2019
Q3 | $283K | Buy |
13,653
+98
| +0.7% | +$2.03K | 0.05% | 353 |
|
|
2019
Q2 | $284K | Buy |
13,555
+98
| +0.7% | +$2.05K | 0.06% | 310 |
|
|
2019
Q1 | $272K | Buy |
13,457
+102
| +0.8% | +$2.06K | 0.07% | 297 |
|
|
2018
Q4 | $253K | Buy |
13,355
+148
| +1% | +$2.8K | 0.07% | 272 |
|
|
2018
Q3 | $271K | Buy |
13,207
+136
| +1% | +$2.79K | 0.07% | 296 |
|
|
2018
Q2 | $272K | Buy |
13,071
+131
| +1% | +$2.73K | 0.07% | 284 |
|
|
2018
Q1 | $279K | Buy |
12,940
+2,412
| +23% | +$52K | 0.09% | 258 |
|
|
2017
Q4 | $233K | Buy |
10,528
+115
| +1% | +$2.55K | 0.07% | 302 |
|
|
2017
Q3 | $250K | Buy |
10,413
+105
| +1% | +$2.52K | 0.08% | 248 |
|
|
2017
Q2 | $260K | Buy |
10,308
+104
| +1% | +$2.62K | 0.09% | 236 |
|
|
2017
Q1 | $243K | Buy |
10,204
+107
| +1% | +$2.55K | 0.09% | 218 |
|
|
2016
Q4 | $233K | Buy |
10,097
+99
| +1% | +$2.29K | 0.1% | 208 |
|
|
2016
Q3 | $257K | Buy |
9,998
+88
| +0.9% | +$2.26K | 0.12% | 191 |
|
|
2016
Q2 | $265K | Buy |
9,910
+91
| +0.9% | +$2.43K | 0.13% | 188 |
|
|
2016
Q1 | $261K | Buy |
9,819
+90
| +0.9% | +$2.39K | 0.13% | 191 |
|
|
2015
Q4 | $246K | Buy |
+9,729
| New | +$246K | 0.13% | 195 |
|