Austin Wealth Management’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 | $13.4M | Sell |
335,708
-32,460
| -9% | -$1.29M | 2.38% | 14 |
|
|
2025
Q1 | $14.7M | Buy |
368,168
+24,919
| +7% | +$994K | 2.94% | 10 |
|
|
2024
Q4 | $13.5M | Buy |
343,249
+8,247
| +2% | +$326K | 2.81% | 9 |
|
|
2024
Q3 | $13.8M | Buy |
335,002
+17,739
| +6% | +$730K | 3.03% | 7 |
|
|
2024
Q2 | $12.7M | Buy |
317,263
+37,193
| +13% | +$1.49M | 2.97% | 8 |
|
|
2024
Q1 | $11.1M | Buy |
280,070
+16,114
| +6% | +$637K | 2.74% | 9 |
|
|
2023
Q4 | $10.5M | Buy |
263,956
+9,551
| +4% | +$379K | 2.81% | 9 |
|
|
2023
Q3 | $9.84M | Buy |
+254,405
| New | +$9.84M | 3.04% | 9 |
|