Darwin 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-13,806
| Closed | -$672K | – | 153 |
|
2017
Q4 | $672K | Buy |
+13,806
| New | +$672K | 0.29% | 81 |
|
2017
Q3 | – | Sell |
-14,318
| Closed | -$705K | – | 123 |
|
2017
Q2 | $705K | Sell |
14,318
-1,575
| -10% | -$77.6K | 0.39% | 76 |
|
2017
Q1 | $777K | Buy |
15,893
+6,102
| +62% | +$298K | 0.45% | 67 |
|
2016
Q4 | $474K | Buy |
+9,791
| New | +$474K | 0.32% | 70 |
|