BWA
BlueChip Wealth Advisors’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 | $823K | Sell |
20,524
-350
| -2% | -$14K | 0.37% | 56 |
|
|
2025
Q1 | $841K | Buy |
20,874
+13,103
| +169% | +$528K | 0.41% | 50 |
|
|
2024
Q4 | $306K | Sell |
7,771
-21,969
| -74% | -$865K | 0.17% | 99 |
|
|
2024
Q3 | $1.23M | Buy |
29,740
+574
| +2% | +$23.8K | 0.64% | 37 |
|
|
2024
Q2 | $1.16M | Sell |
29,166
-961
| -3% | -$38.2K | 0.68% | 35 |
|
|
2024
Q1 | $1.21M | Hold |
30,127
| – | – | 0.78% | 32 |
|
|
2023
Q4 | $1.21M | Buy |
+30,127
| New | +$1.21M | 0.85% | 28 |
|