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 |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $902K | Buy |
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|
2020
Q4 | $869K | Buy |
|
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|
2020
Q3 | $636K | Buy |
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|
2020
Q2 | $466K | Buy |
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|
2020
Q1 | $318K | Buy |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $259K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $130K | Buy |
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|
2017
Q3 | $210K | Buy |
|