Beaumont Financial Advisors’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10,286
Closed -$513K 364
2020
Q4
$513K Sell
10,286
-64,580
-86% -$3.22M 0.05% 193
2020
Q3
$3.73M Sell
74,866
-18,017
-19% -$896K 0.36% 75
2020
Q2
$4.61M Buy
+92,883
New +$4.61M 0.48% 64