Melfa Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
15,609
| – | – | 0.15% | 152 |
|
|
2025
Q1 | $244K | Hold |
15,609
| – | – | 0.16% | 147 |
|
|
2024
Q4 | $242K | Hold |
15,609
| – | – | 0.16% | 144 |
|
|
2024
Q3 | $247K | Hold |
15,609
| – | – | 0.16% | 145 |
|
|
2024
Q2 | $240K | Hold |
15,609
| – | – | 0.17% | 137 |
|
|
2024
Q1 | $241K | Buy |
15,609
+126
| +0.8% | +$1.94K | 0.17% | 134 |
|
|
2023
Q4 | $238K | Buy |
15,483
+172
| +1% | +$2.64K | 0.22% | 98 |
|
|
2023
Q3 | $223K | Buy |
15,311
+167
| +1% | +$2.44K | 0.24% | 97 |
|
|
2023
Q2 | $220K | Buy |
15,144
+163
| +1% | +$2.37K | 0.22% | 101 |
|
|
2023
Q1 | $212K | Buy |
14,981
+155
| +1% | +$2.2K | 0.21% | 105 |
|
|
2022
Q4 | $220K | Buy |
+14,826
| New | +$220K | 0.23% | 100 |
|