American Economic Planning Group’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
Q3
$941K Buy
19,140
+114
+0.6% +$5.61K 0.26% 40
2019
Q2
$934K Buy
19,026
+707
+4% +$34.7K 0.28% 40
2019
Q1
$886K Buy
18,319
+1,839
+11% +$88.9K 0.28% 37
2018
Q4
$781K Buy
16,480
+52
+0.3% +$2.46K 0.25% 37
2018
Q3
$776K Buy
16,428
+486
+3% +$23K 0.28% 31
2018
Q2
$758K Buy
15,942
+256
+2% +$12.2K 0.28% 31
2018
Q1
$752K Buy
15,686
+2,535
+19% +$122K 0.27% 36
2017
Q4
$640K Buy
13,151
+582
+5% +$28.3K 0.24% 37
2017
Q3
$619K Buy
12,569
+384
+3% +$18.9K 0.23% 34
2017
Q2
$600K Sell
12,185
-919
-7% -$45.3K 0.24% 32
2017
Q1
$640K Buy
13,104
+1,128
+9% +$55.1K 0.26% 29
2016
Q4
$596K Buy
+11,976
New +$596K 0.26% 25