Elmwood Wealth Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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2023
Q2 | $3.6M | Sell |
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2023
Q1 | $3.63M | Sell |
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|
2022
Q4 | $3.68M | Sell |
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2022
Q3 | $3.79M | Sell |
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|
2022
Q2 | $4.28M | Sell |
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2022
Q1 | $4.77M | Buy |
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|
2021
Q4 | $4.43M | Buy |
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2021
Q2 | $4.11M | Buy |
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|
2021
Q1 | $3.98M | Buy |
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|
2020
Q3 | $3.27M | Hold |
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|
2020
Q2 | $3.27M | Buy |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $2.28M | Buy |
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|
2019
Q3 | $2.22M | Buy |
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|
2019
Q2 | $1.83M | Buy |
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|
2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $1.64M | Sell |
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|
2018
Q3 | $1.88M | Buy |
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|
2018
Q2 | $1.72M | Buy |
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|
2018
Q1 | $1.42M | Buy |
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