Shepherd Financial Partners’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $823K | Sell |
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|
2019
Q2 | $825K | Buy |
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|
2019
Q1 | $809K | Buy |
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|
2018
Q4 | $775K | Sell |
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|
2018
Q3 | $3.15M | Hold |
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|
2018
Q2 | $3.14M | Sell |
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|
2018
Q1 | $3.32M | Buy |
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|
2017
Q4 | $3.34M | Buy |
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|
2017
Q3 | $3.36M | Sell |
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|
2017
Q2 | $3.35M | Sell |
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|
2017
Q1 | $3.54M | Buy |
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|
2016
Q4 | $2.2M | Buy |
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