Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,200
| Closed | -$48.1K | – | 658 |
|
|
2024
Q1 | $48.1K | Hold |
1,200
| – | – | 0.02% | 370 |
|
|
2023
Q4 | $48.3K | Sell |
1,200
-1,500
| -56% | -$60.4K | 0.02% | 356 |
|
|
2023
Q3 | $104K | Hold |
2,700
| – | – | 0.05% | 259 |
|
|
2023
Q2 | $109K | Hold |
2,700
| – | – | 0.05% | 259 |
|
|
2023
Q1 | $111K | Buy |
+2,700
| New | +$111K | 0.06% | 251 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$24K | – | 920 |
|
|
2021
Q2 | $24K | Buy |
+500
| New | +$24K | 0.01% | 633 |
|