J.M. Forbes & Co’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
Q3
Sell
-6,402
Closed -$270K 117
2022
Q2
$270K Sell
6,402
-232
-3% -$9.78K 0.04% 94
2022
Q1
$297K Hold
6,634
0.04% 97
2021
Q4
$314K Buy
6,634
+35
+0.5% +$1.66K 0.04% 96
2021
Q3
$319K Buy
6,599
+15
+0.2% +$725 0.04% 93
2021
Q2
$319K Buy
+6,584
New +$319K 0.04% 96