JWA
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JFS 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
2019
Q4
Sell
-4,578
Closed -$225K 550
2019
Q3
$225K Buy
+4,578
New +$225K 0.06% 134
2015
Q3
Sell
-355
Closed -$18K 571
2015
Q2
$18K Buy
+355
New +$18K 0.01% 298