Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $36K | Buy |
1,887
+586
| +45% | +$11.2K | ﹤0.01% | 1627 |
|
|
2021
Q3 | $26K | Buy |
1,301
+195
| +18% | +$3.9K | ﹤0.01% | 1695 |
|
|
2021
Q2 | $22K | Buy |
1,106
+65
| +6% | +$1.29K | ﹤0.01% | 1704 |
|
|
2021
Q1 | $21K | Buy |
1,041
+184
| +21% | +$3.71K | ﹤0.01% | 1618 |
|
|
2020
Q4 | $17K | Buy |
857
+407
| +90% | +$8.07K | ﹤0.01% | 1602 |
|
|
2020
Q3 | $9K | Buy |
+450
| New | +$9K | ﹤0.01% | 1659 |
|
|
2020
Q2 | – | Sell |
-450
| Closed | -$8K | – | 876 |
|
|
2020
Q1 | $8K | Hold |
450
| – | – | ﹤0.01% | 1581 |
|
|
2019
Q4 | $9K | Buy |
+450
| New | +$9K | ﹤0.01% | 1802 |
|