Hefty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.37M | Buy |
49,407
+1,031
| +2% | +$49.5K | 1.53% | 24 |
|
|
2017
Q4 | $2.35M | Buy |
48,376
+2,368
| +5% | +$115K | 1.46% | 27 |
|
|
2017
Q3 | $2.27M | Buy |
46,008
+741
| +2% | +$36.5K | 1.5% | 26 |
|
|
2017
Q2 | $2.23M | Buy |
45,267
+1,985
| +5% | +$97.7K | 1.52% | 25 |
|
|
2017
Q1 | $2.12M | Buy |
43,282
+1,244
| +3% | +$60.8K | 1.54% | 26 |
|
|
2016
Q4 | $2.03M | Buy |
+42,038
| New | +$2.03M | 1.7% | 21 |
|