United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,780
| Closed | -$332K | – | 1345 |
|
|
2019
Q4 | $332K | Sell |
6,780
-6,055
| -47% | -$296K | ﹤0.01% | 1095 |
|
|
2019
Q3 | $632K | Sell |
12,835
-448
| -3% | -$22.1K | ﹤0.01% | 876 |
|
|
2019
Q2 | $652K | Sell |
13,283
-6,084
| -31% | -$299K | ﹤0.01% | 941 |
|
|
2019
Q1 | $936K | Sell |
19,367
-541
| -3% | -$26.1K | 0.01% | 785 |
|
|
2018
Q4 | $943K | Buy |
19,908
+931
| +5% | +$44.1K | 0.01% | 732 |
|
|
2018
Q3 | $897K | Buy |
18,977
+2,862
| +18% | +$135K | 0.01% | 810 |
|
|
2018
Q2 | $766K | Sell |
16,115
-11,317
| -41% | -$538K | 0.01% | 834 |
|
|
2018
Q1 | $1.32M | Sell |
27,432
-5,093
| -16% | -$244K | 0.01% | 701 |
|
|
2017
Q4 | $1.58M | Sell |
32,525
-3,112
| -9% | -$151K | 0.01% | 659 |
|
|
2017
Q3 | $1.76M | Buy |
+35,637
| New | +$1.76M | 0.01% | 615 |
|