Perennial Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $1.24M | Sell |
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2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $2.33M | Sell |
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2021
Q2 | $2.46M | Sell |
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|
2021
Q1 | $2.49M | Buy |
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|
2020
Q4 | $2.51M | Buy |
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|
2020
Q3 | $2.38M | Buy |
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|
2020
Q2 | $2.17M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $849K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $102K | Hold |
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|
2018
Q3 | $102K | Hold |
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|
2018
Q2 | $102K | Hold |
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|
2018
Q1 | $103K | Sell |
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|
2017
Q4 | $119K | Buy |
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|
2017
Q3 | $116K | Buy |
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|
2017
Q2 | $112K | Buy |
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|
2017
Q1 | $107K | Buy |
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|
2016
Q4 | $87K | Buy |
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