AWM
Ameliora 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 |
-8,930
| Closed | -$366K | – | 220 |
|
|
2023
Q1 | $366K | Hold |
8,930
| – | – | 0.21% | 72 |
|
|
2022
Q4 | $358K | Hold |
8,930
| – | – | 0.19% | 55 |
|
|
2022
Q3 | $356K | Sell |
8,930
-10,786
| -55% | -$430K | 0.19% | 58 |
|
|
2022
Q2 | $831K | Buy |
19,716
+5,700
| +41% | +$240K | 0.98% | 20 |
|
|
2022
Q1 | $577K | Buy |
+14,016
| New | +$577K | 0.38% | 26 |
|