Colton Groome Financial Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
7,966
+788
| +11% | +$31.6K | 0.11% | 101 |
|
|
2025
Q1 | $289K | Sell |
7,178
-989
| -12% | -$39.8K | 0.11% | 99 |
|
|
2024
Q4 | $322K | Sell |
8,167
-2,130
| -21% | -$83.9K | 0.12% | 90 |
|
|
2024
Q3 | $426K | Buy |
10,297
+802
| +8% | +$33.2K | 0.16% | 84 |
|
|
2024
Q2 | $377K | Sell |
9,495
-5,028
| -35% | -$200K | 0.15% | 80 |
|
|
2024
Q1 | $582K | Sell |
14,523
-1,817
| -11% | -$72.8K | 0.23% | 65 |
|
|
2023
Q4 | $658K | Sell |
16,340
-21,557
| -57% | -$868K | 0.29% | 58 |
|
|
2023
Q3 | $1.46M | Sell |
37,897
-8,043
| -18% | -$311K | 0.73% | 35 |
|
|
2023
Q2 | $1.86M | Sell |
45,940
-20,313
| -31% | -$824K | 0.87% | 32 |
|
|
2023
Q1 | $2.72M | Buy |
66,253
+12,052
| +22% | +$494K | 1.3% | 20 |
|
|
2022
Q4 | $2.17M | Buy |
+54,201
| New | +$2.17M | 1.06% | 28 |
|
|
2020
Q1 | – | Sell |
-94,649
| Closed | -$4.64M | – | 75 |
|
|
2019
Q4 | $4.64M | Buy |
94,649
+4,057
| +4% | +$199K | 3.32% | 11 |
|
|
2019
Q3 | $4.41M | Sell |
90,592
-42,838
| -32% | -$2.09M | 3.26% | 12 |
|
|
2019
Q2 | $6.55M | Buy |
+133,430
| New | +$6.55M | 5.25% | 6 |
|