Guardian Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,606
| Closed | -$1.23M | – | 49 |
|
|
2023
Q4 | $1.23M | Buy |
30,606
+411
| +1% | +$16.5K | 1.01% | 22 |
|
|
2023
Q3 | $1.17M | Buy |
+30,195
| New | +$1.17M | 1.1% | 20 |
|
|
2023
Q2 | – | Sell |
-29,507
| Closed | -$1.21M | – | 38 |
|
|
2023
Q1 | $1.21M | Buy |
29,507
+70
| +0.2% | +$2.87K | 1.22% | 18 |
|
|
2022
Q4 | $1.18M | Buy |
29,437
+1,252
| +4% | +$50.1K | 1.25% | 14 |
|
|
2022
Q3 | $1.13M | Buy |
28,185
+310
| +1% | +$12.5K | 1.31% | 14 |
|
|
2022
Q2 | $1.18M | Buy |
27,875
+177
| +0.6% | +$7.47K | 1.32% | 12 |
|
|
2022
Q1 | $1.21M | Buy |
27,698
+211
| +0.8% | +$9.19K | 1.24% | 13 |
|
|
2021
Q4 | $1.3M | Buy |
+27,487
| New | +$1.3M | 1.24% | 13 |
|