Monument Capital Management’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,734
| Closed | -$484K | – | 98 |
|
|
2020
Q3 | $484K | Buy |
9,734
+38
| +0.4% | +$1.89K | 0.26% | 74 |
|
|
2020
Q2 | $481K | Buy |
9,696
+45
| +0.5% | +$2.23K | 0.28% | 72 |
|
|
2020
Q1 | $465K | Buy |
9,651
+36
| +0.4% | +$1.74K | 0.33% | 64 |
|
|
2019
Q4 | $476K | Buy |
9,615
+76
| +0.8% | +$3.76K | 0.24% | 77 |
|
|
2019
Q3 | $474K | Buy |
9,539
+64
| +0.7% | +$3.18K | 0.26% | 79 |
|
|
2019
Q2 | $469K | Hold |
9,475
| – | – | 0.25% | 79 |
|
|
2019
Q1 | $467K | Hold |
9,475
| – | – | 0.27% | 75 |
|
|
2018
Q4 | $461K | Sell |
9,475
-6,870
| -42% | -$334K | 0.29% | 77 |
|
|
2018
Q3 | $797K | Hold |
16,345
| – | – | 0.45% | 64 |
|
|
2018
Q2 | $797K | Buy |
+16,345
| New | +$797K | 0.55% | 62 |
|