AllSquare Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-205
| Closed | -$10K | – | 489 |
|
2019
Q1 | $10K | Hold |
205
| – | – | 0.01% | 332 |
|
2018
Q4 | $10K | Hold |
205
| – | – | 0.01% | 314 |
|
2018
Q3 | $10K | Hold |
205
| – | – | 0.01% | 344 |
|
2018
Q2 | $10K | Hold |
205
| – | – | 0.01% | 345 |
|
2018
Q1 | $10K | Sell |
205
-700
| -77% | -$34.1K | 0.01% | 279 |
|
2017
Q4 | $44K | Buy |
+905
| New | +$44K | 0.03% | 156 |
|