CPWMP
Cardinal Point Wealth Management Partners’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $582K | Sell |
14,175
-1,775
| -11% | -$72.8K | 0.18% | 47 |
|
|
2022
Q4 | $639K | Sell |
15,950
-184,756
| -92% | -$7.4M | 0.22% | 38 |
|
|
2022
Q3 | $8.04M | Sell |
200,706
-14,780
| -7% | -$592K | 3.84% | 8 |
|
|
2022
Q2 | $9.09M | Sell |
215,486
-7,525
| -3% | -$317K | 4.36% | 8 |
|
|
2022
Q1 | $9.98M | Sell |
223,011
-3,827
| -2% | -$171K | 4.45% | 7 |
|
|
2021
Q4 | $10.7M | Buy |
+226,838
| New | +$10.7M | 4.66% | 7 |
|