Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,800
| Closed | -$191K | – | 297 |
|
|
2016
Q3 | $191K | Hold |
3,800
| – | – | 0.06% | 94 |
|
|
2016
Q2 | $190K | Hold |
3,800
| – | – | 0.06% | 97 |
|
|
2016
Q1 | $188K | Buy |
3,800
+1,800
| +90% | +$89.1K | 0.07% | 98 |
|
|
2015
Q4 | $97K | Hold |
2,000
| – | – | 0.04% | 163 |
|
|
2015
Q3 | $99K | Hold |
2,000
| – | – | 0.04% | 161 |
|
|
2015
Q2 | $99K | Buy |
+2,000
| New | +$99K | 0.04% | 134 |
|