Peterson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,586
| Closed | -$225K | – | 66 |
|
|
2021
Q4 | $225K | Sell |
4,586
-26,504
| -85% | -$1.3M | 0.15% | 56 |
|
|
2021
Q3 | $1.54M | Sell |
31,090
-3,081
| -9% | -$153K | 1.19% | 30 |
|
|
2021
Q2 | $1.7M | Sell |
34,171
-36,980
| -52% | -$1.84M | 1.33% | 25 |
|
|
2021
Q1 | $3.53M | Sell |
71,151
-9,982
| -12% | -$496K | 3% | 13 |
|
|
2020
Q4 | $4.04M | Buy |
81,133
+1,434
| +2% | +$71.5K | 3.28% | 11 |
|
|
2020
Q3 | $3.97M | Buy |
79,699
+17,977
| +29% | +$894K | 3.51% | 11 |
|
|
2020
Q2 | $3.06M | Sell |
61,722
-659
| -1% | -$32.7K | 3.04% | 14 |
|
|
2020
Q1 | $3.01M | Sell |
62,381
-1,346
| -2% | -$64.9K | 3.66% | 11 |
|
|
2019
Q4 | $3.16M | Buy |
+63,727
| New | +$3.16M | 2.87% | 14 |
|