Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,419
| Closed | -$406K | – | 100 |
|
|
2020
Q1 | $406K | Sell |
8,419
-94,048
| -92% | -$4.54M | 0.22% | 76 |
|
|
2019
Q4 | $5.07M | Sell |
102,467
-11,775
| -10% | -$583K | 2.17% | 6 |
|
|
2019
Q3 | $5.67M | Sell |
114,242
-1,752
| -2% | -$87K | 2.79% | 5 |
|
|
2019
Q2 | $5.76M | Buy |
115,994
+29,698
| +34% | +$1.48M | 2.99% | 4 |
|
|
2019
Q1 | $4.25M | Buy |
86,296
+15,055
| +21% | +$741K | 2.62% | 7 |
|
|
2018
Q4 | $3.47M | Buy |
+71,241
| New | +$3.47M | 2.74% | 6 |
|