Winslow Evans & Crocker’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $14K | Hold |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $14K | Sell |
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|
2018
Q3 | $66K | Hold |
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|
2018
Q2 | $66K | Hold |
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|
2018
Q1 | $65.5K | Hold |
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|
2017
Q4 | $66.4K | Hold |
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|
2017
Q3 | $67.3K | Sell |
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|
2017
Q2 | $308K | Sell |
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|
2017
Q1 | $321K | Sell |
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|
2016
Q4 | $349K | Buy |
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|
2016
Q3 | $180K | Sell |
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|
2016
Q2 | $184K | Buy |
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