WJWM
DBL

Williams Jones Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Williams Jones Wealth Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,516
Closed -$193K – 528
2024
Q1 		$193K Sell
12,516
-4,000
-24% -$61.7K ﹤0.01% 504
2023
Q4 		$254K Hold
16,516
– – ﹤0.01% 451
2023
Q3 		$241K Buy
+16,516
New +$241K ﹤0.01% 456