Holistic Financial Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Holistic Financial Partners’s Portfolio TOTL Stock Details TOTL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell
2019 Q3	$749K	Sell
2019 Q2	$3.01M	Sell
2019 Q1	$3.2M	Sell
2018 Q4	$3.68M	Sell
2018 Q3	$4.89M	Sell
2018 Q2	$6.5M	Sell
2018 Q1	$7.07M	Buy
2017 Q4	$6.81M	Buy