J.M. Forbes & Co’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,402
| Closed | -$270K | – | 117 |
|
2022
Q2 | $270K | Sell |
6,402
-232
| -3% | -$9.78K | 0.04% | 94 |
|
2022
Q1 | $297K | Hold |
6,634
| – | – | 0.04% | 97 |
|
2021
Q4 | $314K | Buy |
6,634
+35
| +0.5% | +$1.66K | 0.04% | 96 |
|
2021
Q3 | $319K | Buy |
6,599
+15
| +0.2% | +$725 | 0.04% | 93 |
|
2021
Q2 | $319K | Buy |
+6,584
| New | +$319K | 0.04% | 96 |
|