Cornell Pochily Investment 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 | $482K | Buy |
12,022
+354
| +3% | +$14.2K | 0.16% | 119 |
|
|
2025
Q1 | $470K | Buy |
11,668
+33
| +0.3% | +$1.33K | 0.17% | 121 |
|
|
2024
Q4 | $458K | Buy |
11,635
+74
| +0.6% | +$2.92K | 0.16% | 119 |
|
|
2024
Q3 | $479K | Sell |
11,561
-37
| -0.3% | -$1.53K | 0.17% | 121 |
|
|
2024
Q2 | $461K | Sell |
11,598
-123
| -1% | -$4.89K | 0.18% | 116 |
|
|
2024
Q1 | $469K | Sell |
11,721
-525
| -4% | -$21K | 0.19% | 110 |
|
|
2023
Q4 | $493K | Buy |
12,246
+296
| +2% | +$11.9K | 0.2% | 106 |
|
|
2023
Q3 | $462K | Sell |
11,950
-369
| -3% | -$14.3K | 0.2% | 112 |
|
|
2023
Q2 | $500K | Buy |
12,319
+72
| +0.6% | +$2.92K | 0.21% | 109 |
|
|
2023
Q1 | $502K | Sell |
12,247
-144
| -1% | -$5.91K | 0.22% | 109 |
|
|
2022
Q4 | $496K | Sell |
12,391
-1,937
| -14% | -$77.6K | 0.22% | 107 |
|
|
2022
Q3 | $576K | Sell |
14,328
-2,940
| -17% | -$118K | 0.25% | 99 |
|
|
2022
Q2 | $728K | Sell |
17,268
-2,365
| -12% | -$99.7K | 0.32% | 86 |
|
|
2022
Q1 | $879K | Sell |
19,633
-6,043
| -24% | -$271K | 0.34% | 81 |
|
|
2021
Q4 | $1.22M | Buy |
25,676
+4,306
| +20% | +$204K | 0.47% | 59 |
|
|
2021
Q3 | $1.03M | Buy |
21,370
+3,511
| +20% | +$170K | 0.45% | 63 |
|
|
2021
Q2 | $865K | Buy |
17,859
+4,069
| +30% | +$197K | 0.38% | 76 |
|
|
2021
Q1 | $665K | Buy |
13,790
+2,810
| +26% | +$136K | 0.32% | 82 |
|
|
2020
Q4 | $541K | Buy |
10,980
+3,129
| +40% | +$154K | 0.26% | 88 |
|
|
2020
Q3 | $387K | Buy |
+7,851
| New | +$387K | 0.22% | 99 |
|