BPWA
Beacon Pointe Wealth Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $580K | Sell |
11,831
-12,458
| -51% | -$611K | 0.11% | 145 |
|
|
2019
Q3 | $1.2M | Buy |
24,289
+9,473
| +64% | +$467K | 0.25% | 86 |
|
|
2019
Q2 | $728K | Sell |
14,816
-2,600
| -15% | -$128K | 0.15% | 126 |
|
|
2019
Q1 | $844K | Sell |
17,416
-553
| -3% | -$26.8K | 0.19% | 108 |
|
|
2018
Q4 | $855K | Buy |
+17,969
| New | +$855K | 0.31% | 85 |
|