PWAG
Polaris Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-160,919
| Closed | -$7.72M | – | 164 |
|
|
2020
Q1 | $7.72M | Sell |
160,919
-22,394
| -12% | -$1.07M | 0.84% | 35 |
|
|
2019
Q4 | $9M | Buy |
183,313
+2,715
| +2% | +$133K | 0.6% | 49 |
|
|
2019
Q3 | $8.89M | Sell |
180,598
-5,379
| -3% | -$265K | 0.73% | 46 |
|
|
2019
Q2 | $9.12M | Buy |
185,977
+2,344
| +1% | +$115K | 0.69% | 50 |
|
|
2019
Q1 | $8.81M | Buy |
+183,633
| New | +$8.81M | 0.66% | 54 |
|
|
2017
Q4 | – | Sell |
-812,291
| Closed | -$40M | – | 162 |
|
|
2017
Q3 | $40M | Buy |
812,291
+103,420
| +15% | +$5.1M | 3.52% | 1 |
|
|
2017
Q2 | $34.9M | Buy |
+708,871
| New | +$34.9M | 3.97% | 1 |
|