Lake Street Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-57,243
| Closed | -$2.82M | – | 197 |
|
|
2020
Q3 | $2.82M | Buy |
57,243
+1,067
| +2% | +$52.6K | 0.95% | 33 |
|
|
2020
Q2 | $2.78M | Buy |
56,176
+6,565
| +13% | +$325K | 1.03% | 30 |
|
|
2020
Q1 | $2.38M | Sell |
49,611
-384
| -0.8% | -$18.4K | 1.08% | 29 |
|
|
2019
Q4 | $2.45M | Buy |
49,995
+2,253
| +5% | +$110K | 0.94% | 32 |
|
|
2019
Q3 | $2.35M | Buy |
+47,742
| New | +$2.35M | 1.07% | 29 |
|