Carroll Financial Associates’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
Q4 | – | Sell |
-4,435
| Closed | -$218K | – | 1688 |
|
|
2020
Q3 | $218K | Sell |
4,435
-9,186
| -67% | -$452K | 0.02% | 330 |
|
|
2020
Q2 | $674K | Buy |
+13,621
| New | +$674K | 0.06% | 184 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1676 |
|
|
2019
Q4 | – | Sell |
-23,807
| Closed | -$1.17M | – | 1703 |
|
|
2019
Q3 | $1.17M | Buy |
+23,807
| New | +$1.17M | 0.1% | 129 |
|