Focus Partners Wealth’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 | $13.4M | Buy |
334,622
+46,530
| +16% | +$1.87M | 0.03% | 440 |
|
2025
Q1 | $11.6M | Buy |
288,092
+5,830
| +2% | +$235K | 0.03% | 446 |
|
2024
Q4 | $11.1M | Buy |
282,262
+27,246
| +11% | +$1.07M | 0.03% | 443 |
|
2024
Q3 | $10.6M | Buy |
255,016
+24,628
| +11% | +$1.02M | 0.03% | 397 |
|
2024
Q2 | $9.15M | Buy |
230,388
+29,398
| +15% | +$1.17M | 0.03% | 397 |
|
2024
Q1 | $8.05M | Buy |
200,990
+61,253
| +44% | +$2.45M | 0.07% | 242 |
|
2023
Q4 | $5.62M | Buy |
+139,737
| New | +$5.62M | 0.07% | 218 |
|