Spire 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 | $1.19K | Hold |
77
| – | – | ﹤0.01% | 2253 |
|
|
2025
Q1 | $1.21K | Hold |
77
| – | – | ﹤0.01% | 2355 |
|
|
2024
Q4 | $1.2K | Sell |
77
-153
| -67% | -$2.38K | ﹤0.01% | 2341 |
|
|
2024
Q3 | $3.65K | Buy |
230
+4
| +2% | +$63 | ﹤0.01% | 1890 |
|
|
2024
Q2 | $3.47K | Buy |
226
+5
| +2% | +$77 | ﹤0.01% | 1906 |
|
|
2024
Q1 | $3.41K | Buy |
221
+5
| +2% | +$77 | ﹤0.01% | 2003 |
|
|
2023
Q4 | $3.27K | Buy |
+216
| New | +$3.27K | ﹤0.01% | 2056 |
|
|
2022
Q4 | – | Sell |
-261
| Closed | -$4K | – | 2325 |
|
|
2022
Q3 | $4K | Sell |
261
-19
| -7% | -$291 | ﹤0.01% | 1777 |
|
|
2022
Q2 | $4K | Buy |
280
+3
| +1% | +$43 | ﹤0.01% | 2176 |
|
|
2022
Q1 | $5K | Sell |
277
-168,033
| -100% | -$3.03M | ﹤0.01% | 2225 |
|
|
2021
Q4 | $3.23M | Sell |
168,310
-1,363
| -0.8% | -$26.1K | 0.07% | 231 |
|
|
2021
Q3 | $3.35M | Buy |
169,673
+4,928
| +3% | +$97.2K | 0.09% | 205 |
|
|
2021
Q2 | $3.28M | Sell |
164,745
-398
| -0.2% | -$7.91K | 0.09% | 210 |
|
|
2021
Q1 | $3.26M | Buy |
+165,143
| New | +$3.26M | 0.09% | 207 |
|