Lucia Wealth Services’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.7M | Buy |
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|
2020
Q2 | $4.94M | Buy |
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|
2020
Q1 | $1.75M | Buy |
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|
2019
Q4 | $466K | Buy |
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|
2019
Q3 | $272K | Buy |
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|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | $231K | Buy |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $474K | Sell |
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|
2018
Q2 | $506K | Sell |
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|
2018
Q1 | $5.45M | Buy |
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|
2017
Q4 | $2.53M | Buy |
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