Marcum Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,636
| Closed | -$376K | – | 346 |
|
|
2020
Q4 | $376K | Sell |
7,636
-23,801
| -76% | -$1.17M | 0.09% | 86 |
|
|
2020
Q3 | $1.55M | Buy |
31,437
+188
| +0.6% | +$9.27K | 0.48% | 29 |
|
|
2020
Q2 | $1.55M | Sell |
31,249
-165
| -0.5% | -$8.17K | 0.48% | 33 |
|
|
2020
Q1 | $1.51M | Sell |
31,414
-4,203
| -12% | -$202K | 0.58% | 20 |
|
|
2019
Q4 | $1.75M | Buy |
+35,617
| New | +$1.75M | 0.65% | 19 |
|