Carson Wealth (CWM LLC)’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $174M | Buy |
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|
2025
Q2 | $135M | Buy |
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|
2025
Q1 | $118M | Buy |
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|
2024
Q4 | $79.3M | Buy |
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|
2024
Q3 | $75M | Buy |
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|
2024
Q2 | $50.2M | Buy |
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $466K | Buy |
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|
2023
Q2 | $484K | Sell |
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|
2023
Q1 | $873K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $266K | Hold |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $266K | Hold |
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|
2020
Q1 | $266K | Hold |
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|
2019
Q4 | $266K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $266K | Hold |
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|
2019
Q1 | $266K | Buy |
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|
2018
Q4 | $38K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $16K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $4K | Sell |
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|
2016
Q3 | $41K | Hold |
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|
2016
Q2 | $41K | Buy |
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