Beaumont Financial Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
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|
2025
Q1 | $630K | Buy |
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|
2024
Q4 | $616K | Buy |
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|
2024
Q3 | $648K | Buy |
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|
2024
Q2 | $621K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $470K | Hold |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $605K | Sell |
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|
2022
Q2 | $694K | Sell |
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|
2022
Q1 | $8.13M | Sell |
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|
2021
Q4 | $16.8M | Sell |
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|
2021
Q3 | $17.6M | Sell |
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|
2021
Q2 | $27.1M | Buy |
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|
2021
Q1 | $24.4M | Buy |
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|
2020
Q4 | $22.6M | Buy |
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|
2020
Q3 | $12.2M | Buy |
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|
2020
Q2 | $12M | Buy |
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|
2020
Q1 | $9.75M | Sell |
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|
2019
Q4 | $12.3M | Sell |
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|
2019
Q3 | $15.3M | Sell |
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|
2019
Q2 | $15.6M | Buy |
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|
2019
Q1 | $15.3M | Buy |
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|
2018
Q4 | $14.3M | Sell |
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|
2018
Q3 | $16.7M | Buy |
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|
2018
Q2 | $15.4M | Buy |
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|
2018
Q1 | $14.5M | Buy |
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|
2017
Q4 | $11.9M | Buy |
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|
2017
Q3 | $11.2M | Buy |
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|
2017
Q2 | $10.6M | Buy |
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|
2017
Q1 | $8.69M | Sell |
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|
2016
Q4 | $8.8M | Buy |
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|
2016
Q3 | $7.78M | Sell |
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|
2016
Q2 | $7.74M | Sell |
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|
2016
Q1 | $9.92M | Sell |
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|
2015
Q4 | $14.3M | Buy |
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