Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-30,557
| Closed | -$1.51M | – | 38 |
|
|
2020
Q4 | $1.51M | Buy |
30,557
+420
| +1% | +$20.7K | 0.44% | 20 |
|
|
2020
Q3 | $1.49M | Buy |
30,137
+600
| +2% | +$29.6K | 0.5% | 19 |
|
|
2020
Q2 | $1.46M | Sell |
29,537
-1,235
| -4% | -$61.2K | 0.55% | 19 |
|
|
2020
Q1 | $1.48M | Buy |
30,772
+68
| +0.2% | +$3.26K | 0.73% | 16 |
|
|
2019
Q4 | $1.5M | Buy |
30,704
+5,639
| +22% | +$276K | 0.61% | 17 |
|
|
2019
Q3 | $1.23M | Hold |
25,065
| – | – | 0.54% | 17 |
|
|
2019
Q2 | $1.23M | Hold |
25,065
| – | – | 0.54% | 18 |
|
|
2019
Q1 | $1.21M | Hold |
25,065
| – | – | 0.53% | 20 |
|
|
2018
Q4 | $1.19M | Buy |
25,065
+14,640
| +140% | +$693K | 0.58% | 20 |
|
|
2018
Q3 | $493K | Buy |
+10,425
| New | +$493K | 0.21% | 29 |
|