Kavar Capital Partners Group’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
Q1 | – | Sell |
-5,250
| Closed | -$249K | – | 177 |
|
|
2021
Q4 | $249K | Hold |
5,250
| – | – | 0.05% | 144 |
|
|
2021
Q3 | $254K | Buy |
+5,250
| New | +$254K | 0.06% | 148 |
|
|
2021
Q1 | – | Sell |
-8,000
| Closed | -$394K | – | 154 |
|
|
2020
Q4 | $394K | Hold |
8,000
| – | – | 0.11% | 118 |
|
|
2020
Q3 | $394K | Buy |
+8,000
| New | +$394K | 0.13% | 109 |
|
|
2019
Q2 | – | Sell |
-8,000
| Closed | -$387K | – | 510 |
|
|
2019
Q1 | $387K | Buy |
+8,000
| New | +$387K | 0.17% | 92 |
|
|
2018
Q3 | – | Sell |
-7,500
| Closed | -$357K | – | 349 |
|
|
2018
Q2 | $357K | Hold |
7,500
| – | – | 0.18% | 82 |
|
|
2018
Q1 | $360K | Buy |
+7,500
| New | +$360K | 0.19% | 83 |
|