Collaborative Wealth Management’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
Q2 | $509K | Sell |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $565K | Sell |
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|
2024
Q3 | $788K | Buy |
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|
2024
Q2 | $731K | Sell |
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|
2024
Q1 | $758K | Sell |
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|
2023
Q4 | $850K | Sell |
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|
2023
Q3 | $937K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.69M | Buy |
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|
2021
Q4 | $1.9M | Buy |
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|
2021
Q1 | $1.83M | Buy |
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