United Advisor Group’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 | $371K | Hold |
24,141
| – | – | 0.06% | 278 |
|
|
2025
Q1 | $377K | Sell |
24,141
-747
| -3% | -$11.7K | 0.08% | 235 |
|
|
2024
Q4 | $386K | Buy |
24,888
+31
| +0.1% | +$481 | 0.08% | 240 |
|
|
2024
Q3 | $393K | Sell |
24,857
-1,502
| -6% | -$23.8K | 0.09% | 225 |
|
|
2024
Q2 | $405K | Sell |
26,359
-604
| -2% | -$9.28K | 0.13% | 161 |
|
|
2024
Q1 | $416K | Buy |
+26,963
| New | +$416K | 0.16% | 136 |
|