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Sugarloaf Wealth Management’s DoubleLine Commercial Real Estate ETF DCRE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$754K Buy
14,648
+1,061
+8% +$54.6K 0.14% 71
2024
Q3
$706K Sell
13,587
-170
-1% -$8.84K 0.13% 70
2024
Q2
$707K Buy
13,757
+6,323
+85% +$325K 0.14% 70
2024
Q1
$381K Buy
+7,434
New +$381K 0.08% 103