Jones Financial Companies’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 | $3.11M | Buy |
77,748
+25,755
| +50% | +$1.03M | ﹤0.01% | 638 |
|
|
2025
Q1 | $2.09M | Buy |
51,993
+22,582
| +77% | +$908K | ﹤0.01% | 642 |
|
|
2024
Q4 | $1.16M | Buy |
29,411
+3,070
| +12% | +$121K | ﹤0.01% | 703 |
|
|
2024
Q3 | $1.09M | Buy |
26,341
+14,522
| +123% | +$603K | ﹤0.01% | 588 |
|
|
2024
Q2 | $469K | Buy |
11,819
+7,805
| +194% | +$310K | ﹤0.01% | 577 |
|
|
2024
Q1 | $161K | Buy |
+4,014
| New | +$161K | ﹤0.01% | 495 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$57K | – | 835 |
|
|
2021
Q4 | $57K | Buy |
+1,200
| New | +$57K | ﹤0.01% | 352 |
|