CPWM
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Cardinal Point Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Cardinal Point Wealth Management’s Portfolio TOTL Stock Details TOTL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$10.6M Buy
219,581
+7,450
+4% +$360K 4.99% 5
2021
Q2 		$10.3M Buy
212,131
+5,625
+3% +$272K 4.64% 8
2021
Q1 		$9.96M Buy
206,506
+27,727
+16% +$1.34M 5.02% 6
2020
Q4 		$8.81M Buy
+178,779
New +$8.81M 4.48% 8