DWMG
DB Wealth Management Group’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $542K | Buy |
13,476
+5,184
| +63% | +$209K | 0.31% | 56 |
|
|
2023
Q3 | $320K | Buy |
+8,292
| New | +$320K | 0.2% | 70 |
|
|
2022
Q2 | – | Sell |
-338
| Closed | -$15K | – | 321 |
|
|
2022
Q1 | $15K | Hold |
338
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $16K | Hold |
338
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $16K | Hold |
338
| – | – | 0.01% | 235 |
|
|
2021
Q2 | $16K | Sell |
338
-8,342
| -96% | -$395K | 0.01% | 238 |
|
|
2021
Q1 | $418K | Sell |
8,680
-526
| -6% | -$25.3K | 0.29% | 62 |
|
|
2020
Q4 | $454K | Buy |
+9,206
| New | +$454K | 0.33% | 58 |
|