LWM
LBA Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $119K | Hold |
2,430
| – | – | 0.06% | 135 |
|
|
2016
Q4 | $118K | Hold |
2,430
| – | – | 0.06% | 132 |
|
|
2016
Q3 | $122K | Hold |
2,430
| – | – | 0.07% | 138 |
|
|
2016
Q2 | $121K | Hold |
2,430
| – | – | 0.07% | 136 |
|
|
2016
Q1 | $120K | Sell |
2,430
-2,430
| -50% | -$120K | 0.07% | 134 |
|
|
2015
Q4 | $236K | Hold |
4,860
| – | – | 0.14% | 108 |
|
|
2015
Q3 | $241K | Buy |
+4,860
| New | +$241K | 0.15% | 97 |
|