Means Investment Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,071
| Closed | -$202K | – | 151 |
|
|
2020
Q2 | $202K | Sell |
4,071
-578
| -12% | -$28.7K | 0.06% | 138 |
|
|
2020
Q1 | $226K | Buy |
4,649
+18
| +0.4% | +$875 | 0.09% | 118 |
|
|
2019
Q4 | $227K | Buy |
4,631
+247
| +6% | +$12.1K | 0.08% | 129 |
|
|
2019
Q3 | $214K | Buy |
4,384
+17
| +0.4% | +$830 | 0.08% | 128 |
|
|
2019
Q2 | $214K | Sell |
4,367
-1,177
| -21% | -$57.7K | 0.09% | 128 |
|
|
2019
Q1 | $268K | Sell |
5,544
-132
| -2% | -$6.38K | 0.12% | 122 |
|
|
2018
Q4 | $269K | Buy |
+5,676
| New | +$269K | 0.15% | 110 |
|