IFP Advisors’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-500
| Closed | -$24K | – | 3956 |
|
|
2018
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 2334 |
|
|
2018
Q1 | $25K | Hold |
500
| – | – | ﹤0.01% | 2252 |
|
|
2017
Q4 | $25K | Hold |
500
| – | – | ﹤0.01% | 2248 |
|
|
2017
Q3 | $25K | Sell |
500
-1,862
| -79% | -$93.1K | ﹤0.01% | 2435 |
|
|
2017
Q2 | $117K | Sell |
2,362
-1,000
| -30% | -$49.5K | 0.01% | 1444 |
|
|
2017
Q1 | $167K | Buy |
3,362
+500
| +17% | +$24.8K | 0.01% | 1205 |
|
|
2016
Q4 | $142K | Buy |
+2,862
| New | +$142K | 0.01% | 1228 |
|