JPWM
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Jamison Private Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Jamison Private Wealth Management’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-185
Closed -$7.66K – 445
2024
Q3 		$7.66K Hold
185
– – ﹤0.01% 362
2024
Q2 		$7.35K Hold
185
– – ﹤0.01% 339
2024
Q1 		$7.41K Buy
+185
New +$7.41K ﹤0.01% 341