Wealth Advisory Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $249K | Sell |
5,032
-570
| -10% | -$28.2K | 0.06% | 150 |
|
|
2021
Q2 | $279K | Buy |
+5,602
| New | +$279K | 0.07% | 140 |
|
|
2021
Q1 | – | Sell |
-11,945
| Closed | -$595K | – | 196 |
|
|
2020
Q4 | $595K | Hold |
11,945
| – | – | 0.16% | 85 |
|
|
2020
Q3 | $594K | Sell |
11,945
-1,614
| -12% | -$80.3K | 0.16% | 96 |
|
|
2020
Q2 | $672K | Sell |
13,559
-496
| -4% | -$24.6K | 0.19% | 92 |
|
|
2020
Q1 | $677K | Sell |
14,055
-1,808
| -11% | -$87.1K | 0.23% | 91 |
|
|
2019
Q4 | $784K | Buy |
+15,863
| New | +$784K | 0.21% | 94 |
|