SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.21M | Sell |
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2020
Q3 | $6.39M | Sell |
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2020
Q2 | $7.02M | Buy |
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|
2020
Q1 | $5.38M | Sell |
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|
2019
Q4 | $5.69M | Buy |
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|
2019
Q3 | $4.94M | Sell |
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|
2019
Q2 | $4.92M | Buy |
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|
2019
Q1 | $4.73M | Sell |
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|
2018
Q4 | $5.82M | Buy |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $3M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $516K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $320K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $486K | Buy |
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