Elmwood Wealth Management’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 | $6.02M | Buy |
150,129
+555
| +0.4% | +$22.3K | 2.39% | 7 |
|
|
2025
Q1 | $6.03M | Sell |
149,574
-10,800
| -7% | -$435K | 2.47% | 7 |
|
|
2024
Q4 | $6.32M | Sell |
160,374
-328
| -0.2% | -$12.9K | 2.55% | 4 |
|
|
2024
Q3 | $6.65M | Sell |
160,702
-13,675
| -8% | -$566K | 2.74% | 3 |
|
|
2024
Q2 | $6.93M | Sell |
174,377
-2,535
| -1% | -$101K | 3.08% | 2 |
|
|
2024
Q1 | $7.09M | Buy |
176,912
+108,413
| +158% | +$4.34M | 3.03% | 4 |
|
|
2023
Q4 | $2.76M | Sell |
68,499
-91,853
| -57% | -$3.7M | 1.93% | 13 |
|
|
2023
Q3 | $6.2M | Buy |
+160,352
| New | +$6.2M | 2.99% | 4 |
|
|
2021
Q2 | – | Sell |
-75
| Closed | -$4K | – | 330 |
|
|
2021
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 277 |
|