Greatmark Investment Partners’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Hold |
15,000
| – | – | 0.09% | 89 |
|
|
2025
Q1 | $709K | Sell |
15,000
-2,750
| -15% | -$130K | 0.1% | 86 |
|
|
2024
Q4 | $832K | Sell |
17,750
-6,250
| -26% | -$293K | 0.11% | 82 |
|
|
2024
Q3 | $1.14M | Buy |
24,000
+6,500
| +37% | +$309K | 0.15% | 68 |
|
|
2024
Q2 | $820K | Hold |
17,500
| – | – | 0.12% | 81 |
|
|
2024
Q1 | $822K | Buy |
17,500
+4,000
| +30% | +$188K | 0.12% | 80 |
|
|
2023
Q4 | $632K | Buy |
13,500
+1,000
| +8% | +$46.8K | 0.1% | 83 |
|
|
2023
Q3 | $580K | Hold |
12,500
| – | – | 0.1% | 80 |
|
|
2023
Q2 | $581K | Hold |
12,500
| – | – | 0.1% | 87 |
|
|
2023
Q1 | $580K | Hold |
12,500
| – | – | 0.1% | 83 |
|
|
2022
Q4 | $576K | Hold |
12,500
| – | – | 0.11% | 81 |
|
|
2022
Q3 | $575K | Hold |
12,500
| – | – | 0.11% | 82 |
|
|
2022
Q2 | $583K | Hold |
12,500
| – | – | 0.11% | 84 |
|
|
2022
Q1 | $596K | Hold |
12,500
| – | – | 0.1% | 87 |
|
|
2021
Q4 | $614K | Buy |
+12,500
| New | +$614K | 0.1% | 89 |
|