FWL Investment 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 | $170K | Buy |
4,239
+495
| +13% | +$19.9K | 0.05% | 94 |
|
|
2025
Q1 | $151K | Buy |
3,744
+1,932
| +107% | +$77.8K | 0.06% | 90 |
|
|
2024
Q4 | $71.4K | Buy |
1,812
+55
| +3% | +$2.17K | 0.03% | 130 |
|
|
2024
Q3 | $72.7K | Buy |
1,757
+695
| +65% | +$28.8K | 0.03% | 108 |
|
|
2024
Q2 | $42.2K | Sell |
1,062
-101
| -9% | -$4.01K | 0.02% | 119 |
|
|
2024
Q1 | $46.6K | Buy |
1,163
+108
| +10% | +$4.33K | 0.03% | 103 |
|
|
2023
Q4 | $42.5K | Sell |
1,055
-293
| -22% | -$11.8K | 0.02% | 99 |
|
|
2023
Q3 | $52.1K | Buy |
+1,348
| New | +$52.1K | 0.04% | 86 |
|
|
2023
Q1 | – | Sell |
-875
| Closed | -$35K | – | 189 |
|
|
2022
Q4 | $35K | Buy |
+875
| New | +$35K | 0.03% | 102 |
|
|
2021
Q1 | – | Sell |
-5,087
| Closed | -$251K | – | 52 |
|
|
2020
Q4 | $251K | Buy |
+5,087
| New | +$251K | 0.19% | 46 |
|