TFC Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,408
| Closed | -$228K | – | 577 |
|
|
2022
Q2 | $228K | Sell |
5,408
-3,100
| -36% | -$131K | 0.07% | 88 |
|
|
2022
Q1 | $381K | Sell |
8,508
-25
| -0.3% | -$1.12K | 0.11% | 67 |
|
|
2021
Q4 | $404K | Hold |
8,533
| – | – | 0.12% | 65 |
|
|
2021
Q3 | $412K | Buy |
8,533
+215
| +3% | +$10.4K | 0.14% | 61 |
|
|
2021
Q2 | $403K | Hold |
8,318
| – | – | 0.14% | 64 |
|
|
2021
Q1 | $401K | Buy |
8,318
+7,103
| +585% | +$342K | 0.16% | 60 |
|
|
2020
Q4 | $60K | Buy |
+1,215
| New | +$60K | 0.03% | 179 |
|