Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12
| Closed | – | – | 1834 |
|
|
2020
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1672 |
|
|
2019
Q4 | $0 | Sell |
12
-49
| -80% | – | ﹤0.01% | 1552 |
|
|
2019
Q3 | $3K | Sell |
61
-1,245
| -95% | -$61.2K | ﹤0.01% | 1111 |
|
|
2019
Q2 | $64K | Sell |
1,306
-2,526
| -66% | -$124K | 0.02% | 269 |
|
|
2019
Q1 | $185K | Hold |
3,832
| – | – | 0.06% | 130 |
|
|
2018
Q4 | $181K | Buy |
+3,832
| New | +$181K | 0.07% | 111 |
|