Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,442
| Closed | -$258K | – | 944 |
|
|
2022
Q4 | $258K | Sell |
6,442
-120
| -2% | -$4.81K | 0.01% | 715 |
|
|
2022
Q3 | $264K | Hold |
6,562
| – | – | 0.01% | 675 |
|
|
2022
Q2 | $277K | Sell |
6,562
-1,275
| -16% | -$53.8K | 0.01% | 683 |
|
|
2022
Q1 | $351K | Sell |
7,837
-1,820
| -19% | -$81.5K | 0.02% | 656 |
|
|
2021
Q4 | $457K | Buy |
9,657
+2,759
| +40% | +$131K | 0.02% | 592 |
|
|
2021
Q3 | $333K | Buy |
6,898
+1,108
| +19% | +$53.5K | 0.02% | 655 |
|
|
2021
Q2 | $280K | Sell |
5,790
-50
| -0.9% | -$2.42K | 0.01% | 713 |
|
|
2021
Q1 | $281K | Sell |
5,840
-2,800
| -32% | -$135K | 0.02% | 667 |
|
|
2020
Q4 | $426K | Buy |
8,640
+1,870
| +28% | +$92.2K | 0.03% | 479 |
|
|
2020
Q3 | $334K | Sell |
6,770
-100
| -1% | -$4.93K | 0.03% | 451 |
|
|
2020
Q2 | $340K | Buy |
+6,870
| New | +$340K | 0.03% | 415 |
|