SkyOak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $164K | Buy |
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|
2024
Q3 | $165K | Buy |
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|
2024
Q2 | $157K | Buy |
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|
2024
Q1 | $156K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $150K | Sell |
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|
2023
Q1 | $199K | Buy |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | $199K | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $243K | Buy |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | $227K | Sell |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $388K | Buy |
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