LWM
DBL

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-18,025
Closed -$448K 318
2015
Q1
$448K Sell
18,025
-3,463
-16% -$86.1K 0.28% 61
2014
Q4
$528K Buy
+21,488
New +$528K 0.35% 49