Arrowroot Family Office’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,039
| Closed | -$250K | – | 141 |
|
2024
Q3 | $250K | Sell |
6,039
-1,248
| -17% | -$51.7K | 0.15% | 109 |
|
2024
Q2 | $289K | Buy |
7,287
+5
| +0.1% | +$199 | 0.19% | 98 |
|
2024
Q1 | $292K | Buy |
7,282
+29
| +0.4% | +$1.16K | 0.19% | 102 |
|
2023
Q4 | $292K | Sell |
7,253
-3,938
| -35% | -$159K | 0.21% | 103 |
|
2023
Q3 | $433K | Sell |
11,191
-1,259
| -10% | -$48.7K | 0.34% | 70 |
|
2023
Q2 | $505K | Sell |
12,450
-16,628
| -57% | -$674K | 0.38% | 68 |
|
2023
Q1 | $1.19M | Buy |
+29,078
| New | +$1.19M | 1.02% | 31 |
|