Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8K | Hold |
179
| – | – | ﹤0.01% | 178 |
|
|
2022
Q1 | $8K | Hold |
179
| – | – | ﹤0.01% | 194 |
|
|
2021
Q4 | $8K | Hold |
179
| – | – | ﹤0.01% | 204 |
|
|
2021
Q3 | $9K | Hold |
179
| – | – | ﹤0.01% | 174 |
|
|
2021
Q2 | $9K | Buy |
+179
| New | +$9K | ﹤0.01% | 190 |
|
|
2020
Q1 | $9K | Hold |
179
| – | – | 0.01% | 117 |
|
|
2019
Q4 | $9K | Buy |
+179
| New | +$9K | ﹤0.01% | 288 |
|
|
2019
Q2 | $95K | Hold |
1,929
| – | – | 0.03% | 88 |
|
|
2019
Q1 | $95K | Sell |
1,929
-70,537
| -97% | -$3.47M | 0.03% | 88 |
|
|
2018
Q4 | $3.43M | Buy |
+72,466
| New | +$3.43M | 1.28% | 17 |
|