Simon Quick Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,573
| Closed | -$343K | – | 290 |
|
|
2022
Q4 | $343K | Buy |
+8,573
| New | +$343K | 0.04% | 159 |
|
|
2020
Q3 | – | Sell |
-899
| Closed | -$45K | – | 503 |
|
|
2020
Q2 | $45K | Hold |
899
| – | – | 0.02% | 202 |
|
|
2020
Q1 | $43K | Hold |
899
| – | – | 0.02% | 201 |
|
|
2019
Q4 | $44K | Buy |
+899
| New | +$44K | 0.02% | 243 |
|