Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 1498 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1397 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1357 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1319 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1222 |
|
|
2018
Q4 | $0 | Sell |
4
-649
| -99% | – | ﹤0.01% | 1208 |
|
|
2018
Q3 | $13K | Sell |
653
-352
| -35% | -$7.01K | ﹤0.01% | 775 |
|
|
2018
Q2 | $21K | Buy |
1,005
+24
| +2% | +$501 | ﹤0.01% | 655 |
|
|
2018
Q1 | $21K | Buy |
981
+23
| +2% | +$492 | ﹤0.01% | 569 |
|
|
2017
Q4 | $21K | Buy |
958
+21
| +2% | +$460 | 0.01% | 526 |
|
|
2017
Q3 | $23K | Buy |
+937
| New | +$23K | 0.01% | 404 |
|