Cherry Tree Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Cherry Tree Wealth Management’s Portfolio TOTL Stock Details TOTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$295K	Hold
2025 Q1	$297K	Hold
2024 Q4	$290K	Hold
2024 Q3	$305K	Buy
2024 Q2	$273K	Sell
2024 Q1	$305K	Hold
2023 Q4	$306K	Hold
2023 Q3	$294K	Hold
2023 Q2	$309K	Buy