Accel Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-920
| Closed | -$37.7K | – | 800 |
|
2023
Q1 | $37.7K | Hold |
920
| – | – | 0.02% | 546 |
|
2022
Q4 | $36.8K | Hold |
920
| – | – | 0.02% | 412 |
|
2022
Q3 | $37K | Hold |
920
| – | – | 0.02% | 433 |
|
2022
Q2 | $39K | Hold |
920
| – | – | 0.02% | 399 |
|
2022
Q1 | $41K | Hold |
920
| – | – | 0.02% | 410 |
|
2021
Q4 | $44K | Hold |
920
| – | – | 0.02% | 402 |
|
2021
Q3 | $44K | Hold |
920
| – | – | 0.03% | 344 |
|
2021
Q2 | $45K | Hold |
920
| – | – | 0.03% | 358 |
|
2021
Q1 | $44K | Hold |
920
| – | – | 0.04% | 338 |
|
2020
Q4 | $45K | Buy |
+920
| New | +$45K | 0.04% | 315 |
|