CTWM
Cherry Tree Wealth Management’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 | $295K | Hold |
7,363
| – | – | 0.07% | 130 |
|
|
2025
Q1 | $297K | Hold |
7,363
| – | – | 0.07% | 130 |
|
|
2024
Q4 | $290K | Hold |
7,363
| – | – | 0.07% | 132 |
|
|
2024
Q3 | $305K | Buy |
7,363
+482
| +7% | +$20K | 0.07% | 136 |
|
|
2024
Q2 | $273K | Sell |
6,881
-733
| -10% | -$29.1K | 0.07% | 139 |
|
|
2024
Q1 | $305K | Hold |
7,614
| – | – | 0.08% | 132 |
|
|
2023
Q4 | $306K | Hold |
7,614
| – | – | 0.08% | 124 |
|
|
2023
Q3 | $294K | Hold |
7,614
| – | – | 0.09% | 116 |
|
|
2023
Q2 | $309K | Buy |
+7,614
| New | +$309K | 0.09% | 114 |
|