Moneywise Inc’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 |
-7,331
| Closed | -$295K | – | 52 |
|
|
2022
Q3 | $295K | Sell |
7,331
-1,070
| -13% | -$43.1K | 0.24% | 41 |
|
|
2022
Q2 | $354K | Sell |
8,401
-4,014
| -32% | -$169K | 0.28% | 34 |
|
|
2022
Q1 | $556K | Sell |
12,415
-828
| -6% | -$37.1K | 0.37% | 29 |
|
|
2021
Q4 | $627K | Sell |
13,243
-1,302
| -9% | -$61.6K | 0.4% | 28 |
|
|
2021
Q3 | $703K | Sell |
14,545
-6,513
| -31% | -$315K | 0.46% | 27 |
|
|
2021
Q2 | $1.02M | Sell |
21,058
-6,976
| -25% | -$338K | 0.7% | 25 |
|
|
2021
Q1 | $1.35M | Sell |
28,034
-1,180
| -4% | -$56.9K | 0.91% | 22 |
|
|
2020
Q4 | $1.44M | Sell |
29,214
-4,159
| -12% | -$205K | 1.03% | 22 |
|
|
2020
Q3 | $1.65M | Sell |
33,373
-2,649
| -7% | -$131K | 1.31% | 20 |
|
|
2020
Q2 | $1.79M | Sell |
36,022
-5,176
| -13% | -$256K | 1.43% | 21 |
|
|
2020
Q1 | $1.98M | Sell |
41,198
-2,871
| -7% | -$138K | 1.74% | 18 |
|
|
2019
Q4 | $2.17M | Buy |
44,069
+863
| +2% | +$42.5K | 1.63% | 17 |
|
|
2019
Q3 | $2.13M | Buy |
43,206
+846
| +2% | +$41.6K | 1.72% | 16 |
|
|
2019
Q2 | $2.08M | Buy |
42,360
+14,642
| +53% | +$719K | 1.59% | 18 |
|
|
2019
Q1 | $1.33M | Sell |
27,718
-13,369
| -33% | -$641K | 1.14% | 18 |
|
|
2018
Q4 | $1.95M | Buy |
41,087
+12,512
| +44% | +$593K | 1.85% | 17 |
|
|
2018
Q3 | $1.35M | Sell |
28,575
-421
| -1% | -$19.9K | 1.14% | 17 |
|
|
2018
Q2 | $1.38M | Sell |
28,996
-251
| -0.9% | -$11.9K | 1.18% | 17 |
|
|
2018
Q1 | $1.4M | Buy |
29,247
+2,950
| +11% | +$142K | 1.16% | 18 |
|
|
2017
Q4 | $1.28M | Sell |
26,297
-5,428
| -17% | -$264K | 0.96% | 17 |
|
|
2017
Q3 | $1.56M | Buy |
31,725
+6,131
| +24% | +$302K | 1.24% | 17 |
|
|
2017
Q2 | $1.26M | Buy |
25,594
+2,317
| +10% | +$114K | 1.07% | 17 |
|
|
2017
Q1 | $1.14M | Buy |
23,277
+2,295
| +11% | +$112K | 1.03% | 17 |
|
|
2016
Q4 | $1.02M | Sell |
20,982
-7,269
| -26% | -$352K | 1.01% | 17 |
|
|
2016
Q3 | $1.42M | Buy |
+28,251
| New | +$1.42M | 1.5% | 15 |
|