TWA
TCI Wealth Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-709
| Closed | -$30K | – | 2583 |
|
|
2022
Q2 | $30K | Hold |
709
| – | – | ﹤0.01% | 517 |
|
|
2022
Q1 | $32K | Buy |
+709
| New | +$32K | ﹤0.01% | 529 |
|
|
2019
Q3 | – | Sell |
-905
| Closed | -$44K | – | 1621 |
|
|
2019
Q2 | $44K | Hold |
905
| – | – | 0.02% | 331 |
|
|
2019
Q1 | $44K | Buy |
905
+568
| +169% | +$27.6K | 0.02% | 356 |
|
|
2018
Q4 | $16K | Buy |
+337
| New | +$16K | 0.01% | 518 |
|