LFA
Lighthouse Financial Advisors’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
Q1 | $3.5M | Buy |
72,625
+1,044
| +1% | +$50.3K | 1.06% | 15 |
|
|
2020
Q4 | $3.53M | Sell |
71,581
-2,412
| -3% | -$119K | 1.2% | 15 |
|
|
2020
Q3 | $3.65M | Sell |
73,993
-3,575
| -5% | -$176K | 1.39% | 11 |
|
|
2020
Q2 | $3.84M | Buy |
77,568
+1,024
| +1% | +$50.7K | 1.62% | 8 |
|
|
2020
Q1 | $3.67M | Buy |
76,544
+3,061
| +4% | +$147K | 2.24% | 6 |
|
|
2019
Q4 | $3.6M | Buy |
+73,483
| New | +$3.6M | 1.69% | 9 |
|