Aufman Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
7,311
-24
| -0.3% | -$963 | 0.18% | 44 |
|
|
2025
Q1 | $296K | Buy |
7,335
+56
| +0.8% | +$2.26K | 0.2% | 41 |
|
|
2024
Q4 | $287K | Buy |
7,279
+127
| +2% | +$5K | 0.19% | 43 |
|
|
2024
Q3 | $296K | Buy |
7,152
+81
| +1% | +$3.35K | 0.19% | 44 |
|
|
2024
Q2 | $281K | Buy |
7,071
+82
| +1% | +$3.26K | 0.2% | 35 |
|
|
2024
Q1 | $280K | Buy |
6,989
+799
| +13% | +$32K | 0.2% | 35 |
|
|
2023
Q4 | $249K | Buy |
6,190
+617
| +11% | +$24.8K | 0.19% | 38 |
|
|
2023
Q3 | $215K | Buy |
5,573
+310
| +6% | +$12K | 0.18% | 40 |
|
|
2023
Q2 | $213K | Buy |
5,263
+57
| +1% | +$2.31K | 0.18% | 42 |
|
|
2023
Q1 | $214K | Buy |
5,206
+38
| +0.7% | +$1.56K | 0.18% | 42 |
|
|
2022
Q4 | $207K | Buy |
5,168
+89
| +2% | +$3.56K | 0.19% | 42 |
|
|
2022
Q3 | $204K | Buy |
5,079
+53
| +1% | +$2.13K | 0.21% | 40 |
|
|
2022
Q2 | $212K | Buy |
5,026
+43
| +0.9% | +$1.81K | 0.2% | 40 |
|
|
2022
Q1 | $223K | Buy |
4,983
+26
| +0.5% | +$1.16K | 0.18% | 45 |
|
|
2021
Q4 | $235K | Buy |
4,957
+58
| +1% | +$2.75K | 0.17% | 45 |
|
|
2021
Q3 | $237K | Buy |
+4,899
| New | +$237K | 0.19% | 40 |
|