Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.76M | Sell |
56,489
-53
| -0.1% | -$2.59K | 0.92% | 28 |
|
|
2016
Q4 | $2.74M | Sell |
56,542
-2,502
| -4% | -$121K | 1.02% | 27 |
|
|
2016
Q3 | $2.96M | Buy |
59,044
+215
| +0.4% | +$10.8K | 1.06% | 21 |
|
|
2016
Q2 | $2.94M | Buy |
58,829
+1,081
| +2% | +$54K | 1.13% | 18 |
|
|
2016
Q1 | $2.85M | Sell |
57,748
-1,380
| -2% | -$68.2K | 1.2% | 19 |
|
|
2015
Q4 | $2.87M | Buy |
59,128
+20,816
| +54% | +$1.01M | 1.24% | 19 |
|
|
2015
Q3 | $1.9M | Buy |
+38,312
| New | +$1.9M | 0.83% | 24 |
|