LGWM
DBL
Litman Gregory Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-160,050
| Closed | -$2.49M | – | 80 |
|
|
2022
Q2 | $2.49M | Buy |
160,050
+30,900
| +24% | +$482K | 0.37% | 35 |
|
|
2022
Q1 | $2.17M | Buy |
129,150
+39,100
| +43% | +$655K | 0.32% | 35 |
|
|
2021
Q4 | $1.73M | Sell |
90,050
-12,690
| -12% | -$243K | 0.29% | 38 |
|
|
2021
Q3 | $2.03M | Buy |
102,740
+100,619
| +4,744% | +$1.98M | 0.38% | 33 |
|
|
2021
Q2 | $2.12K | Sell |
2,121
-91,179
| -98% | -$91.2K | 0.4% | 29 |
|
|
2021
Q1 | $1.84M | Buy |
93,300
+25,100
| +37% | +$496K | 0.36% | 31 |
|
|
2020
Q4 | $1.34M | Buy |
68,200
+7,100
| +12% | +$140K | 0.25% | 39 |
|
|
2020
Q3 | $1.17M | Buy |
61,100
+17,700
| +41% | +$337K | 0.24% | 39 |
|
|
2020
Q2 | $822K | Buy |
43,400
+13,850
| +47% | +$262K | 0.18% | 41 |
|
|
2020
Q1 | $505K | Buy |
+29,550
| New | +$505K | 0.13% | 40 |
|