Cavalier Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-32,947
| Closed | -$1.59M | – | 140 |
|
|
2019
Q1 | $1.59M | Sell |
32,947
-2,227
| -6% | -$108K | 0.65% | 42 |
|
|
2018
Q4 | $1.66M | Sell |
35,174
-11,863
| -25% | -$561K | 0.54% | 28 |
|
|
2018
Q3 | $2.22M | Buy |
+47,037
| New | +$2.22M | 0.64% | 37 |
|
|
2017
Q4 | – | Sell |
-9,271
| Closed | -$457K | – | 171 |
|
|
2017
Q3 | $457K | Buy |
9,271
+3,391
| +58% | +$167K | 0.22% | 84 |
|
|
2017
Q2 | $287K | Hold |
5,880
| – | – | 0.16% | 116 |
|
|
2017
Q1 | $287K | Buy |
+5,880
| New | +$287K | 0.16% | 119 |
|