Householder Group Estate & Retirement Specialist’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
Q4 | $99K | Sell |
2,528
-633
| -20% | -$24.8K | 0.07% | 153 |
|
|
2024
Q3 | $130K | Buy |
3,161
+48
| +2% | +$1.97K | 0.04% | 319 |
|
|
2024
Q2 | $123K | Buy |
3,113
+897
| +40% | +$35.4K | 0.03% | 314 |
|
|
2024
Q1 | $88.8K | Buy |
2,216
+648
| +41% | +$26K | 0.03% | 367 |
|
|
2023
Q4 | $63K | Buy |
1,568
+111
| +8% | +$4.46K | 0.02% | 416 |
|
|
2023
Q3 | $56.3K | Buy |
+1,457
| New | +$56.3K | 0.02% | 419 |
|
|
2023
Q1 | $51K | Buy |
+1,248
| New | +$51K | 0.02% | 445 |
|
|
2022
Q4 | – | Sell |
-829
| Closed | -$33K | – | 1065 |
|
|
2022
Q3 | $33K | Buy |
+829
| New | +$33K | 0.01% | 479 |
|