1NWS
1 North Wealth Services’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.1M | Buy |
351,017
+26,652
| +8% | +$1.07M | 5.59% | 4 |
|
2025
Q1 | $13.1M | Sell |
324,365
-31,754
| -9% | -$1.28M | 6.05% | 4 |
|
2024
Q4 | $14M | Buy |
+356,119
| New | +$14M | 5.94% | 3 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 377 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 345 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 345 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 308 |
|