OWA
Outlook Wealth Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,062
| Closed | -$683K | – | 204 |
|
|
2022
Q4 | $683K | Buy |
17,062
+166
| +1% | +$6.65K | 0.32% | 80 |
|
|
2022
Q3 | $679K | Sell |
16,896
-392
| -2% | -$15.8K | 0.3% | 78 |
|
|
2022
Q2 | $729K | Sell |
17,288
-633
| -4% | -$26.7K | 0.3% | 88 |
|
|
2022
Q1 | $803K | Sell |
17,921
-160
| -0.9% | -$7.17K | 0.27% | 93 |
|
|
2021
Q4 | $856K | Sell |
18,081
-141
| -0.8% | -$6.68K | 0.25% | 94 |
|
|
2021
Q3 | $880K | Buy |
18,222
+116
| +0.6% | +$5.6K | 0.29% | 87 |
|
|
2021
Q2 | $877K | Sell |
18,106
-92
| -0.5% | -$4.46K | 0.28% | 89 |
|
|
2021
Q1 | $877K | Sell |
18,198
-580
| -3% | -$28K | 0.3% | 78 |
|
|
2020
Q4 | $925K | Sell |
18,778
-314
| -2% | -$15.5K | 0.34% | 72 |
|
|
2020
Q3 | $941K | Sell |
19,092
-2,005
| -10% | -$98.8K | 0.37% | 61 |
|
|
2020
Q2 | $1.05M | Sell |
21,097
-1,228
| -6% | -$60.8K | 0.44% | 60 |
|
|
2020
Q1 | $1.07M | Buy |
+22,325
| New | +$1.07M | 0.6% | 43 |
|