CPA
Clear Perspective Advisors’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.93M | Sell |
39,219
-1,010
| -3% | -$49.6K | 0.58% | 31 |
|
|
2021
Q3 | $1.99M | Buy |
40,229
+300
| +0.8% | +$14.9K | 0.68% | 26 |
|
|
2021
Q2 | $1.99M | Sell |
39,929
-3,058
| -7% | -$152K | 0.69% | 30 |
|
|
2021
Q1 | $2.13M | Buy |
42,987
+2,300
| +6% | +$114K | 0.83% | 24 |
|
|
2020
Q4 | $2.03M | Buy |
40,687
+7,860
| +24% | +$392K | 0.83% | 25 |
|
|
2020
Q3 | $477 | Buy |
32,827
+4,796
| +17% | +$70 | 0.22% | 80 |
|
|
2020
Q2 | $1.39M | Buy |
28,031
+1,305
| +5% | +$64.7K | 0.76% | 25 |
|
|
2020
Q1 | $1.29M | Buy |
26,726
+3,737
| +16% | +$180K | 0.86% | 24 |
|
|
2019
Q4 | $1.14M | Sell |
22,989
-11,720
| -34% | -$580K | 0.7% | 35 |
|
|
2019
Q3 | $1.72M | Buy |
34,709
+17,523
| +102% | +$870K | 0.78% | 31 |
|
|
2019
Q2 | $854K | Buy |
17,186
+3,577
| +26% | +$178K | 0.55% | 46 |
|
|
2019
Q1 | $670K | Buy |
+13,609
| New | +$670K | 0.48% | 57 |
|