JNBA Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-200
| Closed | -$10K | – | 670 |
|
|
2020
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 440 |
|
|
2020
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2020
Q1 | $10K | Sell |
200
-174
| -47% | -$8.7K | ﹤0.01% | 385 |
|
|
2019
Q4 | $18K | Hold |
374
| – | – | ﹤0.01% | 360 |
|
|
2019
Q3 | $18K | Hold |
374
| – | – | ﹤0.01% | 345 |
|
|
2019
Q2 | $18K | Buy |
374
+174
| +87% | +$8.37K | ﹤0.01% | 360 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 405 |
|
|
2018
Q4 | $9K | Sell |
200
-8
| -4% | -$360 | ﹤0.01% | 391 |
|
|
2018
Q3 | $10K | Buy |
+208
| New | +$10K | ﹤0.01% | 385 |
|
|
2016
Q4 | – | Sell |
-63
| Closed | -$3K | – | 1268 |
|
|
2016
Q3 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 1368 |
|