BFC
Bedel Financial Consulting’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.64M | Buy |
215,515
+548
| +0.3% | +$22K | 1.18% | 14 |
|
|
2025
Q1 | $8.56M | Buy |
214,967
+13,058
| +6% | +$520K | 1.23% | 12 |
|
|
2024
Q4 | $8.04M | Sell |
201,909
-740
| -0.4% | -$29.5K | 1.12% | 13 |
|
|
2024
Q3 | $8.39M | Buy |
202,649
+3,332
| +2% | +$138K | 1.18% | 12 |
|
|
2024
Q2 | $7.92M | Sell |
199,317
-184
| -0.1% | -$7.31K | 1.16% | 11 |
|
|
2024
Q1 | $7.99M | Buy |
199,501
+4,801
| +2% | +$192K | 1.25% | 11 |
|
|
2023
Q4 | $7.84M | Sell |
194,700
-50,225
| -21% | -$2.02M | 1.44% | 9 |
|
|
2023
Q3 | $9.47M | Sell |
244,925
-4,613
| -2% | -$178K | 1.92% | 8 |
|
|
2023
Q2 | $10.1M | Sell |
249,538
-5,003
| -2% | -$203K | 2.11% | 8 |
|
|
2023
Q1 | $10.4M | Sell |
254,541
-11,043
| -4% | -$453K | 2.54% | 5 |
|
|
2022
Q4 | $10.6M | Sell |
265,584
-19,176
| -7% | -$768K | 2.64% | 5 |
|
|
2022
Q3 | $11.1M | Sell |
284,760
-7,978
| -3% | -$310K | 2.93% | 5 |
|
|
2022
Q2 | $12.3M | Buy |
+292,738
| New | +$12.3M | 3.61% | 4 |
|