HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,296
| Closed | -$302K | – | 176 |
|
|
2018
Q1 | $302K | Buy |
6,296
+115
| +2% | +$5.52K | 0.1% | 133 |
|
|
2017
Q4 | $301K | Buy |
+6,181
| New | +$301K | 0.11% | 137 |
|
|
2017
Q3 | – | Sell |
-4,166
| Closed | -$205K | – | 167 |
|
|
2017
Q2 | $205K | Sell |
4,166
-300
| -7% | -$14.8K | 0.1% | 132 |
|
|
2017
Q1 | $218K | Sell |
4,466
-675
| -13% | -$32.9K | 0.11% | 137 |
|
|
2016
Q4 | $249K | Buy |
+5,141
| New | +$249K | 0.13% | 118 |
|