CWS
Cypress Wealth Services’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,489
| Closed | -$514K | – | 273 |
|
|
2019
Q4 | $514K | Sell |
10,489
-5,381
| -34% | -$264K | 0.13% | 131 |
|
|
2019
Q3 | $781K | Sell |
15,870
-2,139
| -12% | -$105K | 0.21% | 107 |
|
|
2019
Q2 | $884K | Sell |
18,009
-556
| -3% | -$27.3K | 0.26% | 102 |
|
|
2019
Q1 | $898K | Sell |
18,565
-7,109
| -28% | -$344K | 0.28% | 92 |
|
|
2018
Q4 | $1.22M | Sell |
25,674
-4,679
| -15% | -$222K | 0.48% | 64 |
|
|
2018
Q3 | $1.43M | Buy |
30,353
+2,097
| +7% | +$99.1K | 0.51% | 58 |
|
|
2018
Q2 | $1.34M | Sell |
28,256
-5,970
| -17% | -$284K | 0.51% | 56 |
|
|
2018
Q1 | $1.64M | Sell |
34,226
-1,202
| -3% | -$57.7K | 0.7% | 44 |
|
|
2017
Q4 | $1.72M | Buy |
+35,428
| New | +$1.72M | 0.72% | 39 |
|