Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,064
| Closed | -$99K | – | 1748 |
|
|
2021
Q1 | $99K | Buy |
+2,064
| New | +$99K | 0.01% | 675 |
|
|
2020
Q2 | – | Sell |
-1,038
| Closed | -$50K | – | 1256 |
|
|
2020
Q1 | $50K | Sell |
1,038
-366
| -26% | -$17.6K | 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% | +$6.73K | 0.01% | 407 |
|
|
2018
Q1 | $61K | Buy |
1,263
+453
| +56% | +$21.9K | 0.01% | 364 |
|
|
2017
Q4 | $39K | Buy |
810
+555
| +218% | +$26.7K | 0.01% | 417 |
|
|
2017
Q3 | $13K | Buy |
+255
| New | +$13K | ﹤0.01% | 500 |
|