B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $453 | Buy |
10,749
+718
| +7% | +$30 | ﹤0.01% | 432 |
|
|
2022
Q1 | $449K | Sell |
10,031
-15,206
| -60% | -$681K | 0.03% | 351 |
|
|
2021
Q4 | $1.2M | Sell |
25,237
-3,003
| -11% | -$142K | 0.08% | 211 |
|
|
2021
Q3 | $1.37M | Buy |
28,240
+298
| +1% | +$14.4K | 0.1% | 187 |
|
|
2021
Q2 | $1.35M | Buy |
27,942
+196
| +0.7% | +$9.49K | 0.15% | 143 |
|
|
2021
Q1 | $1.34M | Sell |
27,746
-2,497
| -8% | -$120K | 0.16% | 129 |
|
|
2020
Q4 | $1.49M | Buy |
30,243
+401
| +1% | +$19.8K | 0.19% | 110 |
|
|
2020
Q3 | $1.47M | Buy |
29,842
+1,220
| +4% | +$60.2K | 0.17% | 114 |
|
|
2020
Q2 | $1.42M | Sell |
28,622
-93
| -0.3% | -$4.61K | 0.16% | 131 |
|
|
2020
Q1 | $1.38M | Sell |
28,715
-421
| -1% | -$20.2K | 0.14% | 137 |
|
|
2019
Q4 | $1.43M | Buy |
29,136
+270
| +0.9% | +$13.2K | 0.21% | 107 |
|
|
2019
Q3 | $1.42M | Buy |
28,866
+2,677
| +10% | +$132K | 0.25% | 93 |
|
|
2019
Q2 | $1.29K | Sell |
26,189
-685
| -3% | -$34 | 0.2% | 99 |
|
|
2019
Q1 | $1.3M | Buy |
26,874
+4,289
| +19% | +$207K | 0.23% | 100 |
|
|
2018
Q4 | $1.07M | Buy |
22,585
+2,478
| +12% | +$117K | 0.22% | 106 |
|
|
2018
Q3 | $950K | Buy |
+20,107
| New | +$950K | 0.23% | 97 |
|