1 North Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-185
| Closed | -$8.74K | – | 280 |
|
|
2025
Q1 | $8.74K | Buy |
+185
| New | +$8.74K | ﹤0.01% | 160 |
|
|
2019
Q4 | $726K | Buy |
14,680
+1,773
| +14% | +$87.7K | 0.45% | 48 |
|
|
2019
Q3 | $641K | Buy |
+12,907
| New | +$641K | 0.43% | 49 |
|
|
2019
Q1 | $579K | Sell |
11,764
-3,785
| -24% | -$186K | 0.41% | 47 |
|
|
2018
Q4 | $756K | Buy |
+15,549
| New | +$756K | 0.63% | 42 |
|