Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,279
| Closed | -$208K | – | 83 |
|
|
2019
Q2 | $208K | Sell |
4,279
-39
| -0.9% | -$1.9K | 0.11% | 77 |
|
|
2019
Q1 | $208K | Sell |
4,318
-1,251
| -22% | -$60.3K | 0.12% | 81 |
|
|
2018
Q4 | $262K | Sell |
5,569
-994
| -15% | -$46.8K | 0.16% | 59 |
|
|
2018
Q3 | $311K | Sell |
6,563
-13,070
| -67% | -$619K | 0.2% | 53 |
|
|
2018
Q2 | $935K | Sell |
19,633
-155,848
| -89% | -$7.42M | 0.69% | 18 |
|
|
2018
Q1 | $8.42M | Buy |
175,481
+114,278
| +187% | +$5.48M | 5.4% | 3 |
|
|
2017
Q4 | $2.96M | Buy |
+61,203
| New | +$2.96M | 1.72% | 12 |
|