EWM
Endowment Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
8,780
+835
| +11% | +$33.5K | 0.18% | 95 |
|
|
2025
Q1 | $320K | Buy |
7,945
+2,175
| +38% | +$87.6K | 0.21% | 100 |
|
|
2024
Q4 | $227K | Buy |
+5,770
| New | +$227K | 0.15% | 121 |
|
|
2022
Q2 | – | Sell |
-4,485
| Closed | -$201K | – | 128 |
|
|
2022
Q1 | $201K | Sell |
4,485
-334
| -7% | -$15K | 0.21% | 113 |
|
|
2021
Q4 | $228K | Buy |
+4,819
| New | +$228K | 0.23% | 96 |
|