Destination Wealth Management’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-36,400
| Closed | -$1.78M | – | 689 |
|
|
2018
Q3 | $1.78M | Buy |
36,400
+1,317
| +4% | +$64.3K | 0.1% | 88 |
|
|
2018
Q2 | $1.71M | Buy |
35,083
+19,828
| +130% | +$968K | 0.1% | 89 |
|
|
2018
Q1 | $749K | Buy |
15,255
+2,229
| +17% | +$109K | 0.05% | 106 |
|
|
2017
Q4 | $643K | Hold |
13,026
| – | – | 0.04% | 107 |
|
|
2017
Q3 | $648K | Buy |
+13,026
| New | +$648K | 0.04% | 103 |
|