U.S. Capital Wealth Advisors’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
Q3 | $916K | Buy |
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|
2025
Q2 | $730K | Buy |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $741K | Buy |
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|
2024
Q3 | $730K | Buy |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | $641K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $489K | Sell |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $404K | Hold |
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|
2022
Q4 | $423K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $997K | Buy |
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