O'Donnell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,638
| Closed | -$214K | – | 24 |
|
|
2022
Q4 | $214K | Sell |
4,638
-4
| -0.1% | -$184 | 1.96% | 15 |
|
|
2022
Q3 | $214K | Sell |
4,642
-820
| -15% | -$37.8K | 0.75% | 22 |
|
|
2022
Q2 | $254K | Hold |
5,462
| – | – | 0.21% | 30 |
|
|
2022
Q1 | $260K | Hold |
5,462
| – | – | 0.12% | 33 |
|
|
2021
Q4 | $265K | Buy |
5,462
+1
| +0% | +$49 | 0.12% | 36 |
|
|
2021
Q3 | $271K | Buy |
+5,461
| New | +$271K | 0.13% | 40 |
|