GWP
Gateway Wealth Partners’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 | $325K | Sell |
8,114
-37,048
| -82% | -$1.49M | 0.06% | 266 |
|
|
2025
Q1 | $1.82M | Buy |
45,162
+7,450
| +20% | +$300K | 0.41% | 69 |
|
|
2024
Q4 | $1.49M | Buy |
37,712
+2,567
| +7% | +$101K | 0.38% | 67 |
|
|
2024
Q3 | $1.45M | Buy |
35,145
+1,597
| +5% | +$66.1K | 0.4% | 65 |
|
|
2024
Q2 | $1.33M | Buy |
+33,548
| New | +$1.33M | 0.4% | 63 |
|
|
2023
Q4 | – | Sell |
-10,108
| Closed | -$391K | – | 277 |
|
|
2023
Q3 | $391K | Sell |
10,108
-789
| -7% | -$30.5K | 0.07% | 153 |
|
|
2023
Q2 | $442K | Sell |
10,897
-1,195
| -10% | -$48.5K | 0.08% | 135 |
|
|
2023
Q1 | $496K | Sell |
12,092
-1,354
| -10% | -$55.6K | 0.08% | 125 |
|
|
2022
Q4 | $538K | Buy |
+13,446
| New | +$538K | 0.09% | 100 |
|