PWS
Private Wealth Strategies’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-73,101
| Closed | -$3.64M | – | 76 |
|
|
2020
Q4 | $3.64M | Buy |
73,101
+5,131
| +8% | +$256K | 1.1% | 18 |
|
|
2020
Q3 | $3.37M | Buy |
67,970
+9,462
| +16% | +$469K | 1.18% | 16 |
|
|
2020
Q2 | $2.9M | Sell |
58,508
-2,104
| -3% | -$104K | 1.29% | 15 |
|
|
2020
Q1 | $2.91M | Buy |
+60,612
| New | +$2.91M | 1.45% | 16 |
|