Betterment LLC’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 | $220K | Sell |
5,497
-375
| -6% | -$15K | ﹤0.01% | 480 |
|
|
2025
Q1 | $237K | Buy |
5,872
+412
| +8% | +$16.6K | ﹤0.01% | 433 |
|
|
2024
Q4 | $215K | Sell |
5,460
-2,248
| -29% | -$88.5K | ﹤0.01% | 431 |
|
|
2024
Q3 | $319K | Buy |
7,708
+626
| +9% | +$25.9K | ﹤0.01% | 360 |
|
|
2024
Q2 | $281K | Buy |
7,082
+105
| +2% | +$4.17K | ﹤0.01% | 352 |
|
|
2024
Q1 | $279K | Buy |
+6,977
| New | +$279K | ﹤0.01% | 322 |
|