J.P. Morgan Private Wealth Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,935
| Closed | -$520K | – | 1579 |
|
|
2018
Q3 | $520K | Hold |
10,935
| – | – | ﹤0.01% | 1059 |
|
|
2018
Q2 | $520K | Hold |
10,935
| – | – | ﹤0.01% | 995 |
|
|
2018
Q1 | $525K | Sell |
10,935
-2,247
| -17% | -$108K | ﹤0.01% | 850 |
|
|
2017
Q4 | $641K | Buy |
13,182
+22
| +0.2% | +$1.07K | ﹤0.01% | 786 |
|
|
2017
Q3 | $649K | Buy |
13,160
+16
| +0.1% | +$789 | ﹤0.01% | 756 |
|
|
2017
Q2 | $647K | Buy |
+13,144
| New | +$647K | ﹤0.01% | 748 |
|
|
2017
Q1 | – | Sell |
-10,935
| Closed | -$529K | – | 1364 |
|
|
2016
Q4 | $529K | Buy |
10,935
+2,500
| +30% | +$121K | ﹤0.01% | 781 |
|
|
2016
Q3 | $423K | Hold |
8,435
| – | – | ﹤0.01% | 846 |
|
|
2016
Q2 | $421K | Buy |
+8,435
| New | +$421K | ﹤0.01% | 841 |
|