Harvest Group Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-18
| Closed | – | – | 822 |
|
2020
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 857 |
|
2020
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 995 |
|
2019
Q4 | $0 | Sell |
18
-939
| -98% | – | ﹤0.01% | 1043 |
|
2019
Q3 | $47K | Buy |
957
+299
| +45% | +$14.7K | 0.06% | 76 |
|
2019
Q2 | $32K | Buy |
+658
| New | +$32K | 0.04% | 99 |
|