Golden State Wealth 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 | $2.73K | Hold |
68
| – | – | ﹤0.01% | 1318 |
|
|
2025
Q1 | $2.74K | Hold |
68
| – | – | ﹤0.01% | 1273 |
|
|
2024
Q4 | $2.68K | Buy |
+68
| New | +$2.68K | ﹤0.01% | 1218 |
|
|
2022
Q1 | $1.21M | Sell |
26,974
-3,227
| -11% | -$145K | 0.24% | 82 |
|
|
2021
Q4 | $1.43M | Buy |
30,201
+22,799
| +308% | +$1.08M | 0.25% | 80 |
|
|
2021
Q3 | $358K | Buy |
7,402
+850
| +13% | +$41.1K | 0.08% | 203 |
|
|
2021
Q2 | $317K | Buy |
+6,552
| New | +$317K | 0.07% | 219 |
|
|
2020
Q4 | – | Sell |
-2,490
| Closed | -$123K | – | 411 |
|
|
2020
Q3 | $123K | Buy |
+2,490
| New | +$123K | 0.04% | 238 |
|
|
2020
Q2 | – | Sell |
-796
| Closed | -$38K | – | 828 |
|
|
2020
Q1 | $38K | Buy |
+796
| New | +$38K | 0.02% | 404 |
|
|
2019
Q4 | – | Sell |
-4,496
| Closed | -$221K | – | 839 |
|
|
2019
Q3 | $221K | Sell |
4,496
-131
| -3% | -$6.44K | 0.07% | 190 |
|
|
2019
Q2 | $227K | Hold |
4,627
| – | – | 0.07% | 206 |
|
|
2019
Q1 | $224K | Buy |
+4,627
| New | +$224K | 0.07% | 212 |
|