Measured Wealth Private Client Group’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
2021
Q3
Sell
2021
Q2
$1.09M Buy
2021
Q1
$902K Buy
2020
Q4
$869K Buy
2020
Q3
$636K Buy
2020
Q2
$466K Buy
2020
Q1
$318K Buy
2019
Q4
$371K Buy
2019
Q3
$259K Buy
2018
Q4
Sell
2018
Q3
$130K Buy
2017
Q3
$210K Buy