SW
DBL
SkyOak Wealth’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
10,897
+168
| +2% | +$2.58K | 0.03% | 237 |
|
|
2025
Q1 | $168K | Buy |
10,729
+163
| +2% | +$2.55K | 0.04% | 233 |
|
|
2024
Q4 | $164K | Buy |
10,566
+163
| +2% | +$2.53K | 0.04% | 243 |
|
|
2024
Q3 | $165K | Buy |
10,403
+156
| +2% | +$2.47K | 0.04% | 229 |
|
|
2024
Q2 | $157K | Buy |
10,247
+159
| +2% | +$2.44K | 0.04% | 230 |
|
|
2024
Q1 | $156K | Buy |
+10,088
| New | +$156K | 0.04% | 232 |
|
|
2023
Q3 | – | Sell |
-10,343
| Closed | -$150K | – | 243 |
|
|
2023
Q2 | $150K | Sell |
10,343
-3,693
| -26% | -$53.6K | 0.04% | 222 |
|
|
2023
Q1 | $199K | Buy |
14,036
+145
| +1% | +$2.06K | 0.06% | 229 |
|
|
2022
Q4 | $206K | Buy |
13,891
+143
| +1% | +$2.12K | 0.07% | 202 |
|
|
2022
Q3 | $199K | Sell |
13,748
-1,652
| -11% | -$23.9K | 0.07% | 196 |
|
|
2022
Q2 | $240K | Buy |
15,400
+127
| +0.8% | +$1.98K | 0.08% | 178 |
|
|
2022
Q1 | $256K | Buy |
15,273
+3,076
| +25% | +$51.6K | 0.07% | 191 |
|
|
2021
Q4 | $234K | Buy |
12,197
+59
| +0.5% | +$1.13K | 0.06% | 206 |
|
|
2021
Q3 | $239K | Buy |
12,138
+49
| +0.4% | +$965 | 0.06% | 203 |
|
|
2021
Q2 | $243K | Buy |
12,089
+48
| +0.4% | +$965 | 0.07% | 194 |
|
|
2021
Q1 | $237K | Buy |
12,041
+47
| +0.4% | +$925 | 0.07% | 198 |
|
|
2020
Q4 | $236K | Buy |
11,994
+100
| +0.8% | +$1.97K | 0.07% | 187 |
|
|
2020
Q3 | $227K | Sell |
11,894
-6,206
| -34% | -$118K | 0.08% | 178 |
|
|
2020
Q2 | $343K | Sell |
18,100
-1,199
| -6% | -$22.7K | 0.13% | 163 |
|
|
2020
Q1 | $330K | Buy |
19,299
+493
| +3% | +$8.43K | 0.17% | 146 |
|
|
2019
Q4 | $388K | Buy |
+18,806
| New | +$388K | 0.12% | 199 |
|