Financial Gravity Asset 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
Q1 | $1.13K | Buy |
+28
| New | +$1.13K | ﹤0.01% | 866 |
|
|
2024
Q2 | – | Sell |
-3,743
| Closed | -$150K | – | 2441 |
|
|
2024
Q1 | $150K | Buy |
+3,743
| New | +$150K | 0.02% | 236 |
|
|
2023
Q3 | – | Sell |
-41
| Closed | -$234K | – | 1744 |
|
|
2023
Q2 | $234K | Hold |
41
| – | – | 0.64% | 31 |
|
|
2023
Q1 | $105 | Buy |
41
+1
| +3% | +$3 | ﹤0.01% | 683 |
|
|
2022
Q4 | $208K | Hold |
40
| – | – | 1.08% | 13 |
|
|
2022
Q3 | $80 | Sell |
40
-2
| -5% | -$4 | ﹤0.01% | 648 |
|
|
2022
Q2 | $60 | Sell |
42
-3
| -7% | -$4 | ﹤0.01% | 606 |
|
|
2022
Q1 | $64 | Sell |
45
-190
| -81% | -$270 | ﹤0.01% | 637 |
|
|
2021
Q4 | $994 | Buy |
235
+214
| +1,019% | +$905 | 0.02% | 390 |
|
|
2021
Q3 | $48K | Hold |
21
| – | – | 0.02% | 586 |
|
|
2021
Q2 | $48K | Buy |
21
+1
| +5% | +$2.29K | 0.02% | 586 |
|
|
2021
Q1 | $981 | Buy |
20
+2
| +11% | +$98 | 0.02% | 297 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 450 |
|
|
2020
Q2 | – | Sell |
-574
| Closed | -$27.5K | – | 834 |
|
|
2020
Q1 | $27.5K | Buy |
574
+145
| +34% | +$6.96K | 0.09% | 103 |
|
|
2019
Q4 | $49K | Sell |
429
-137
| -24% | -$15.6K | 0.03% | 661 |
|
|
2019
Q3 | $28K | Sell |
566
-245
| -30% | -$12.1K | 0.02% | 396 |
|
|
2019
Q2 | $40K | Sell |
811
-350
| -30% | -$17.3K | 0.03% | 366 |
|
|
2019
Q1 | $56K | Buy |
+1,161
| New | +$56K | 0.05% | 288 |
|
|
2018
Q3 | $116K | Sell |
2,460
-4
| -0.2% | -$189 | 0.12% | 186 |
|
|
2018
Q2 | $117K | Sell |
2,464
-53
| -2% | -$2.52K | 0.11% | 186 |
|
|
2018
Q1 | $119K | Buy |
+2,517
| New | +$119K | 0.12% | 170 |
|