Strategic Wealth Partners’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6K | Buy |
+604
| New | +$28.6K | ﹤0.01% | 586 |
|
|
2019
Q2 | – | Sell |
-304
| Closed | -$15K | – | 815 |
|
|
2019
Q1 | $15K | Hold |
304
| – | – | 0.01% | 429 |
|
|
2018
Q4 | $15K | Hold |
304
| – | – | 0.01% | 397 |
|
|
2018
Q3 | $15K | Hold |
304
| – | – | 0.01% | 398 |
|
|
2018
Q2 | $15K | Hold |
304
| – | – | 0.01% | 469 |
|
|
2018
Q1 | $15K | Buy |
+304
| New | +$15K | 0.01% | 434 |
|