Essential Planning’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
Q1 | – | Sell |
-84,214
| Closed | -$3.39M | – | 273 |
|
|
2024
Q4 | $3.39M | Buy |
+84,214
| New | +$3.39M | 0.02% | 146 |
|
|
2023
Q3 | – | Sell |
-5,553
| Closed | -$225K | – | 64 |
|
|
2023
Q2 | $225K | Sell |
5,553
-945
| -15% | -$38.3K | 0.13% | 52 |
|
|
2023
Q1 | $267K | Sell |
6,498
-11,558
| -64% | -$474K | 0.16% | 45 |
|
|
2022
Q4 | $717K | Buy |
+18,056
| New | +$717K | 0.55% | 25 |
|