Golden State Equity Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-150
| Closed | -$6.27K | – | 842 |
|
2024
Q3 | $6.27K | Buy |
+150
| New | +$6.27K | ﹤0.01% | 627 |
|
2022
Q1 | $2.16M | Sell |
48,132
-75,163
| -61% | -$3.37M | 1.09% | 23 |
|
2021
Q4 | $5.84M | Buy |
123,295
+50,894
| +70% | +$2.41M | 2.95% | 6 |
|
2021
Q3 | $3.5M | Buy |
72,401
+561
| +0.8% | +$27.1K | 1.43% | 16 |
|
2021
Q2 | $3.48M | Buy |
71,840
+25,881
| +56% | +$1.25M | 1.34% | 17 |
|
2021
Q1 | $2.22M | Buy |
45,959
+15,356
| +50% | +$740K | 1.26% | 21 |
|
2020
Q4 | $1.51M | Buy |
+30,603
| New | +$1.51M | 1.04% | 29 |
|