Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-19,489
| Closed | -$942K | – | 514 |
|
|
2016
Q4 | $942K | Sell |
19,489
-4,498
| -19% | -$217K | 0.21% | 137 |
|
|
2016
Q3 | $1.21M | Sell |
23,987
-2,643
| -10% | -$133K | 0.15% | 177 |
|
|
2016
Q2 | $1.33M | Sell |
26,630
-32,448
| -55% | -$1.63M | 0.18% | 155 |
|
|
2016
Q1 | $2.92M | Sell |
59,078
-418
| -0.7% | -$20.7K | 0.39% | 54 |
|
|
2015
Q4 | $2.89M | Buy |
59,496
+5,769
| +11% | +$280K | 0.39% | 54 |
|
|
2015
Q3 | $2.66M | Buy |
53,727
+36,619
| +214% | +$1.81M | 0.36% | 56 |
|
|
2015
Q2 | $849K | Buy |
+17,108
| New | +$849K | 0.11% | 236 |
|