U.S. Capital Wealth Advisors’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 | $730K | Buy |
47,463
+839
| +2% | +$12.9K | 0.02% | 504 |
|
|
2025
Q1 | $729K | Sell |
46,624
-1,190
| -2% | -$18.6K | 0.02% | 497 |
|
|
2024
Q4 | $741K | Buy |
47,814
+1,670
| +4% | +$25.9K | 0.02% | 475 |
|
|
2024
Q3 | $730K | Buy |
46,144
+3,850
| +9% | +$60.9K | 0.03% | 399 |
|
|
2024
Q2 | $650K | Buy |
42,294
+700
| +2% | +$10.8K | 0.02% | 408 |
|
|
2024
Q1 | $641K | Buy |
41,594
+7,270
| +21% | +$112K | 0.02% | 416 |
|
|
2023
Q4 | $527K | Buy |
34,324
+785
| +2% | +$12.1K | 0.02% | 444 |
|
|
2023
Q3 | $489K | Sell |
33,539
-171
| -0.5% | -$2.49K | 0.02% | 436 |
|
|
2023
Q2 | $489K | Buy |
33,710
+5,250
| +18% | +$76.2K | 0.02% | 449 |
|
|
2023
Q1 | $404K | Hold |
28,460
| – | – | 0.02% | 474 |
|
|
2022
Q4 | $423K | Buy |
+28,460
| New | +$423K | 0.02% | 486 |
|
|
2021
Q4 | – | Sell |
-50,545
| Closed | -$997K | – | 722 |
|
|
2021
Q3 | $997K | Buy |
+50,545
| New | +$997K | 0.04% | 382 |
|