Huber Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.88M | Sell |
39,094
-2,301
| -6% | -$110K | 0.7% | 20 |
|
|
2019
Q4 | $2.03M | Buy |
41,395
+6,743
| +19% | +$330K | 0.7% | 19 |
|
|
2019
Q3 | $1.71M | Buy |
34,652
+7,965
| +30% | +$392K | 0.67% | 21 |
|
|
2019
Q2 | $1.31M | Buy |
26,687
+7,985
| +43% | +$392K | 0.57% | 24 |
|
|
2019
Q1 | $904K | Buy |
18,702
+1,818
| +11% | +$87.9K | 0.44% | 35 |
|
|
2018
Q4 | $800K | Buy |
16,884
+2,880
| +21% | +$136K | 0.44% | 34 |
|
|
2018
Q3 | $662K | Buy |
14,004
+323
| +2% | +$15.3K | 0.51% | 35 |
|
|
2018
Q2 | $650K | Buy |
13,681
+1,704
| +14% | +$81K | 0.59% | 31 |
|
|
2018
Q1 | $575K | Buy |
11,977
+2,803
| +31% | +$135K | 0.57% | 33 |
|
|
2017
Q4 | $446K | Buy |
+9,174
| New | +$446K | 0.49% | 41 |
|