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 |
|