Strategic Wealth Partners’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 | $1.34M | Buy |
+87,336
| New | +$1.34M | 0.11% | 125 |
|
|
2024
Q4 | $1.37M | Buy |
87,336
+700
| +0.8% | +$11K | 0.11% | 125 |
|
|
2024
Q3 | $1.37M | Hold |
86,636
| – | – | 0.13% | 121 |
|
|
2024
Q2 | $1.33M | Hold |
86,636
| – | – | 0.14% | 118 |
|
|
2024
Q1 | $1.34M | Hold |
86,636
| – | – | 0.15% | 111 |
|
|
2023
Q4 | $1.33M | Hold |
86,636
| – | – | 0.16% | 112 |
|
|
2023
Q3 | $1.26M | Buy |
86,636
+34,578
| +66% | +$504K | 0.17% | 140 |
|
|
2023
Q2 | $755K | Buy |
+52,058
| New | +$755K | 0.1% | 169 |
|