OBWG
Onyx Bridge Wealth Group’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-71,625
| Closed | -$3.43M | – | 179 |
|
|
2021
Q3 | $3.43M | Sell |
71,625
-18,951
| -21% | -$907K | 1.29% | 12 |
|
|
2021
Q2 | $4.39M | Sell |
90,576
-13,791
| -13% | -$668K | 1.9% | 13 |
|
|
2021
Q1 | $5.03M | Buy |
104,367
+17,181
| +20% | +$828K | 2.52% | 10 |
|
|
2020
Q4 | $4.3M | Buy |
+87,186
| New | +$4.3M | 2.81% | 11 |
|