Moser Wealth Advisors’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
Q2 | – | Sell |
-8,125
| Closed | -$392K | – | 170 |
|
|
2021
Q1 | $392K | Hold |
8,125
| – | – | 0.28% | 57 |
|
|
2020
Q4 | $400K | Hold |
8,125
| – | – | 0.29% | 55 |
|
|
2020
Q3 | $401K | Sell |
8,125
-6,016
| -43% | -$297K | 0.32% | 50 |
|
|
2020
Q2 | $701K | Hold |
14,141
| – | – | 0.67% | 35 |
|
|
2020
Q1 | $678K | Sell |
14,141
-350
| -2% | -$16.8K | 0.79% | 31 |
|
|
2019
Q4 | $710K | Buy |
+14,491
| New | +$710K | 0.68% | 35 |
|