Lee Capital Holdings’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
Q1 | – | Sell |
-8,743
| Closed | -$428K | – | 72 |
|
|
2019
Q4 | $428K | Sell |
8,743
-1,966
| -18% | -$96.2K | 0.4% | 49 |
|
|
2019
Q3 | $527K | Buy |
10,709
+1,721
| +19% | +$84.7K | 0.49% | 46 |
|
|
2019
Q2 | $441K | Sell |
8,988
-3,308
| -27% | -$162K | 0.47% | 45 |
|
|
2019
Q1 | $595K | Buy |
+12,296
| New | +$595K | 0.66% | 42 |
|
|
2018
Q4 | – | Sell |
-5,015
| Closed | -$237K | – | 60 |
|
|
2018
Q3 | $237K | Sell |
5,015
-1,576
| -24% | -$74.5K | 0.17% | 77 |
|
|
2018
Q2 | $313K | Buy |
+6,591
| New | +$313K | 0.22% | 73 |
|