Leicht Financial Planning & 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
Q4 | – | Sell |
-108,896
| Closed | -$4.38M | – | 28 |
|
|
2022
Q3 | $4.38M | Sell |
108,896
-78,771
| -42% | -$3.16M | 3.13% | 14 |
|
|
2022
Q2 | $7.92M | Sell |
187,667
-1,132
| -0.6% | -$47.7K | 5.36% | 7 |
|
|
2022
Q1 | $8.45M | Buy |
188,799
+27,939
| +17% | +$1.25M | 5.03% | 5 |
|
|
2021
Q4 | $7.62M | Sell |
160,860
-83
| -0.1% | -$3.93K | 4.34% | 9 |
|
|
2021
Q3 | $7.79M | Sell |
160,943
-15,681
| -9% | -$759K | 4.68% | 8 |
|
|
2021
Q2 | $8.55M | Sell |
176,624
-2,616
| -1% | -$127K | 5.2% | 5 |
|
|
2021
Q1 | $8.64M | Buy |
179,240
+675
| +0.4% | +$32.5K | 5.59% | 6 |
|
|
2020
Q4 | $8.8M | Sell |
178,565
-16,698
| -9% | -$823K | 5.96% | 7 |
|
|
2020
Q3 | $9.62M | Sell |
195,263
-16,119
| -8% | -$794K | 7.14% | 6 |
|
|
2020
Q2 | $10.5M | Buy |
+211,382
| New | +$10.5M | 8.31% | 4 |
|