Sargent Bickham Lagudis’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-45
| Closed | -$2K | – | 1131 |
|
2022
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 900 |
|
2021
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 892 |
|
2021
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 896 |
|
2019
Q2 | – | Sell |
-200
| Closed | -$10K | – | 813 |
|
2019
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 620 |
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 600 |
|
2018
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 626 |
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 598 |
|
2018
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 582 |
|
2017
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 612 |
|
2017
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 612 |
|
2017
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 581 |
|