AE Wealth Management’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.8K | Buy |
419
+396
| +1,722% | +$18.8K | ﹤0.01% | 1768 |
|
2025
Q1 | $1.09K | Sell |
23
-2
| -8% | -$95 | ﹤0.01% | 2066 |
|
2024
Q4 | $1.17K | Buy |
+25
| New | +$1.17K | ﹤0.01% | 2031 |
|
2024
Q1 | – | Sell |
-23,831
| Closed | -$1.12M | – | 1876 |
|
2023
Q4 | $1.12M | Buy |
23,831
+1,418
| +6% | +$66.6K | 0.01% | 1115 |
|
2023
Q3 | $1.04M | Sell |
22,413
-994
| -4% | -$46.1K | 0.01% | 1081 |
|
2023
Q2 | $1.09M | Buy |
23,407
+1,583
| +7% | +$73.5K | 0.01% | 1055 |
|
2023
Q1 | $1.01M | Buy |
+21,824
| New | +$1.01M | 0.01% | 1039 |
|
2021
Q3 | – | Sell |
-17,544
| Closed | -$873K | – | 1677 |
|
2021
Q2 | $873K | Buy |
+17,544
| New | +$873K | 0.01% | 888 |
|