Heritage Wealth Management (Arizona)’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
2022 Q2	–	Sell	-293	Closed	-$13K	–	1058
2022 Q1	$13K	Buy	+293	New	+$13K	﹤0.01%	678
2021 Q3	$23K	Sell	468 -18	-4%	-$885	0.01%	539
2021 Q2	$24K	Buy	+486	New	+$24K	0.01%	538