Exencial Wealth Advisors’s SPDR DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-20,597
| Closed | -$1.02M | – | 466 |
|
2021
Q3 | $1.02M | Buy |
20,597
+5,443
| +36% | +$270K | 0.04% | 187 |
|
2021
Q2 | $754K | Sell |
15,154
-159
| -1% | -$7.91K | 0.04% | 265 |
|
2021
Q1 | $760K | Buy |
15,313
+1,965
| +15% | +$97.5K | 0.05% | 236 |
|
2020
Q4 | $665K | Buy |
13,348
+370
| +3% | +$18.4K | 0.05% | 219 |
|
2020
Q3 | $646K | Sell |
12,978
-119
| -0.9% | -$5.92K | 0.03% | 232 |
|
2020
Q2 | $649K | Buy |
+13,097
| New | +$649K | 0.06% | 203 |
|