Northstar Wealth Partners’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
Q1 | – | Sell |
-4,178
| Closed | -$204K | – | 181 |
|
|
2019
Q4 | $204K | Buy |
+4,178
| New | +$204K | 0.08% | 180 |
|
|
2018
Q2 | – | Sell |
-5,930
| Closed | -$284K | – | 192 |
|
|
2018
Q1 | $284K | Sell |
5,930
-125
| -2% | -$5.99K | 0.15% | 157 |
|
|
2017
Q4 | $294K | Sell |
6,055
-332
| -5% | -$16.1K | 0.26% | 100 |
|
|
2017
Q3 | $313K | Buy |
6,387
+385
| +6% | +$18.9K | 0.31% | 89 |
|
|
2017
Q2 | $294K | Buy |
6,002
+478
| +9% | +$23.4K | 0.27% | 106 |
|
|
2017
Q1 | $270K | Buy |
+5,524
| New | +$270K | 0.25% | 107 |
|