SPA
Sentinel Pension Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,142
| Closed | -$575K | – | 105 |
|
|
2021
Q4 | $575K | Hold |
12,142
| – | – | 0.18% | 59 |
|
|
2021
Q3 | $587K | Hold |
12,142
| – | – | 0.2% | 54 |
|
|
2021
Q2 | $588K | Hold |
12,142
| – | – | 0.21% | 54 |
|
|
2021
Q1 | $585K | Buy |
12,142
+1,760
| +17% | +$84.8K | 0.21% | 47 |
|
|
2020
Q4 | $512K | Sell |
10,382
-1,573
| -13% | -$77.6K | 0.19% | 50 |
|
|
2020
Q3 | $589K | Buy |
11,955
+1,573
| +15% | +$77.5K | 0.23% | 50 |
|
|
2020
Q2 | $514K | Sell |
10,382
-2,015
| -16% | -$99.8K | 0.21% | 49 |
|
|
2020
Q1 | $595K | Buy |
+12,397
| New | +$595K | 0.29% | 43 |
|