Gradient Investments’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,675
| Closed | -$110K | – | 1879 |
|
|
2023
Q1 | $110K | Buy |
+2,675
| New | +$110K | ﹤0.01% | 363 |
|
|
2021
Q3 | – | Sell |
-122
| Closed | -$6K | – | 1253 |
|
|
2021
Q2 | $6K | Buy |
+122
| New | +$6K | ﹤0.01% | 859 |
|
|
2021
Q1 | – | Sell |
-151
| Closed | -$7K | – | 1286 |
|
|
2020
Q4 | $7K | Hold |
151
| – | – | ﹤0.01% | 766 |
|
|
2020
Q3 | $7K | Buy |
+151
| New | +$7K | ﹤0.01% | 773 |
|
|
2019
Q3 | – | Sell |
-242
| Closed | -$12K | – | 1232 |
|
|
2019
Q2 | $12K | Hold |
242
| – | – | ﹤0.01% | 614 |
|
|
2019
Q1 | $12K | Hold |
242
| – | – | ﹤0.01% | 528 |
|
|
2018
Q4 | $11K | Buy |
+242
| New | +$11K | ﹤0.01% | 565 |
|
|
2017
Q1 | – | Sell |
-110
| Closed | -$5K | – | 829 |
|
|
2016
Q4 | $5K | Buy |
+110
| New | +$5K | ﹤0.01% | 560 |
|
|
2016
Q1 | – | Sell |
-302
| Closed | -$15K | – | 786 |
|
|
2015
Q4 | $15K | Buy |
+302
| New | +$15K | ﹤0.01% | 360 |
|