LWP
Legacy Wealth Partners’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,521
| Closed | -$507K | – | 102 |
|
|
2021
Q1 | $507K | Buy |
10,521
+1,612
| +18% | +$77.7K | 0.3% | 62 |
|
|
2020
Q4 | $439K | Sell |
8,909
-6,822
| -43% | -$336K | 0.28% | 64 |
|
|
2020
Q3 | $776K | Sell |
15,731
-9,469
| -38% | -$467K | 0.55% | 41 |
|
|
2020
Q2 | $1.25M | Buy |
+25,200
| New | +$1.25M | 0.94% | 24 |
|