KLR Investment Advisors’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $580K | Sell |
12,422
-1,760
| -12% | -$82.2K | 0.42% | 60 |
|
|
2023
Q4 | $664K | Sell |
14,182
-248
| -2% | -$11.6K | 0.48% | 47 |
|
|
2023
Q3 | $670K | Sell |
14,430
-458
| -3% | -$21.3K | 0.61% | 42 |
|
|
2023
Q2 | $691K | Buy |
14,888
+458
| +3% | +$21.3K | 0.57% | 41 |
|
|
2023
Q1 | $670K | Buy |
14,430
+776
| +6% | +$36K | 0.59% | 44 |
|
|
2022
Q4 | $629K | Buy |
+13,654
| New | +$629K | 0.52% | 48 |
|