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WAP
Wealthcare Advisory Partners’s
State Street DoubleLine Total Return Tactical ETF
TOTL
Stock Holding History
Wealthcare Advisory Partners’s Portfolio
TOTL Stock Details
TOTL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-2,064
Closed
-$99K
–
1748
2021
Q1
$99K
Buy
+2,064
New
+$101K
0.01%
675
2020
Q2
–
Sell
-1,038
Closed
-$50K
–
1256
2020
Q1
$50K
Sell
1,038
-366
-26%
-$18K
0.01%
511
2019
Q4
$69K
Hold
1,404
–
–
0.01%
485
2019
Q3
$69K
Hold
1,404
–
–
0.01%
467
2019
Q2
$69K
Hold
1,404
–
–
0.01%
445
2019
Q1
$68K
Hold
1,404
–
–
0.01%
410
2018
Q4
$67K
Hold
1,404
–
–
0.01%
378
2018
Q3
$66K
Hold
1,404
–
–
0.01%
414
2018
Q2
$67K
Buy
1,404
+141
+11%
+$6.7K
0.01%
407
2018
Q1
$61K
Buy
1,263
+453
+56%
+$21.7K
0.01%
364
2017
Q4
$39K
Buy
810
+555
+218%
+$27.1K
0.01%
417
2017
Q3
$13K
Buy
+255
New
+$12.6K
﹤0.01%
500
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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