JBR Co Financial Management’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,966	Closed	-$378K	–	104
2024 Q3	$378K	Buy	7,966 +466	+6%	+$22.1K	0.25%	75
2024 Q2	$351K	Buy	7,500 +782	+12%	+$36.6K	0.25%	74
2024 Q1	$316K	Buy	+6,718	New	+$316K	0.25%	73