Secure Asset Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,149
| Closed | -$271K | – | 174 |
|
|
2022
Q1 | $271K | Hold |
16,149
| – | – | 0.12% | 150 |
|
|
2021
Q4 | $310K | Sell |
16,149
-4,900
| -23% | -$94.1K | 0.13% | 143 |
|
|
2021
Q3 | $415K | Sell |
21,049
-7,000
| -25% | -$138K | 0.2% | 87 |
|
|
2021
Q2 | $563K | Sell |
28,049
-40
| -0.1% | -$803 | 0.29% | 66 |
|
|
2021
Q1 | $554K | Sell |
28,089
-12,000
| -30% | -$237K | 0.31% | 68 |
|
|
2020
Q4 | $788K | Sell |
40,089
-8,000
| -17% | -$157K | 0.46% | 46 |
|
|
2020
Q3 | $917K | Sell |
48,089
-5,700
| -11% | -$109K | 0.63% | 35 |
|
|
2020
Q2 | $1.02M | Buy |
+53,789
| New | +$1.02M | 0.72% | 31 |
|