Heritage Wealth Management (California)’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 | $2.57M | Buy |
63,975
+1,842
| +3% | +$73.9K | 1.71% | 13 |
|
|
2025
Q1 | $2.5M | Buy |
62,133
+429
| +0.7% | +$17.3K | 1.88% | 12 |
|
|
2024
Q4 | $2.43M | Buy |
61,704
+2,973
| +5% | +$117K | 1.75% | 11 |
|
|
2024
Q3 | $2.43M | Buy |
58,731
+1,339
| +2% | +$55.4K | 1.72% | 12 |
|
|
2024
Q2 | $2.28M | Buy |
57,392
+4,400
| +8% | +$175K | 1.67% | 12 |
|
|
2024
Q1 | $2.12M | Buy |
52,992
+8,477
| +19% | +$340K | 1.6% | 12 |
|
|
2023
Q4 | $1.79M | Buy |
+44,515
| New | +$1.79M | 1.43% | 12 |
|