SAG
SageView 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,841
| Closed | -$200K | – | 609 |
|
|
2024
Q3 | $200K | Buy |
+4,841
| New | +$200K | 0.01% | 496 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 495 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 833 |
|
|
2023
Q4 | – | Sell |
-11,479
| Closed | -$444K | – | 407 |
|
|
2023
Q3 | $444K | Sell |
11,479
-4,017
| -26% | -$155K | 0.03% | 348 |
|
|
2023
Q2 | $628K | Buy |
15,496
+1,443
| +10% | +$58.5K | 0.04% | 312 |
|
|
2023
Q1 | $577K | Sell |
14,053
-1,326
| -9% | -$54.4K | 0.04% | 284 |
|
|
2022
Q4 | $616K | Buy |
+15,379
| New | +$616K | 0.05% | 213 |
|