SWM
TOTL icon

SeaCrest Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

SeaCrest Wealth Management’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,795
Closed -$382K – 579
2019
Q4 		$382K Hold
7,795
– – 0.06% 338
2019
Q3 		$384K Buy
+7,795
New +$383K 0.07% 326
2019
Q2 		– Sell
-306
Closed -$15K – 1721
2019
Q1 		$15K Hold
306
– – ﹤0.01% 1408
2018
Q4 		$14K Hold
306
– – ﹤0.01% 1388
2018
Q3 		$14K Hold
306
– – ﹤0.01% 1520
2018
Q2 		$15K Hold
306
– – ﹤0.01% 1472
2018
Q1 		$15K Hold
306
– – ﹤0.01% 1442
2017
Q4 		$15K Buy
+306
New +$15K ﹤0.01% 1452

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