Leeward Financial Partners’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 | $2.39M | Buy |
59,517
+5,097
| +9% | +$204K | 0.76% | 40 |
|
|
2025
Q1 | $2.19M | Buy |
54,420
+7,697
| +16% | +$310K | 0.82% | 39 |
|
|
2024
Q4 | $1.84M | Buy |
46,723
+4,768
| +11% | +$188K | 0.66% | 41 |
|
|
2024
Q3 | $1.74M | Buy |
41,955
+1,279
| +3% | +$53K | 0.66% | 41 |
|
|
2024
Q2 | $1.62M | Buy |
40,676
+1,374
| +3% | +$54.6K | 0.66% | 41 |
|
|
2024
Q1 | $1.57M | Buy |
39,302
+1,000
| +3% | +$40.1K | 0.67% | 44 |
|
|
2023
Q4 | $1.54M | Buy |
38,302
+627
| +2% | +$25.2K | 0.74% | 45 |
|
|
2023
Q3 | $1.46M | Buy |
37,675
+3,486
| +10% | +$135K | 0.81% | 40 |
|
|
2023
Q2 | $1.39M | Buy |
+34,189
| New | +$1.39M | 0.8% | 45 |
|
|
2022
Q2 | – | Sell |
-36,379
| Closed | -$1.63M | – | 77 |
|
|
2022
Q1 | $1.63M | Sell |
36,379
-634
| -2% | -$28.4K | 1.01% | 39 |
|
|
2021
Q4 | $1.75M | Buy |
+37,013
| New | +$1.75M | 1.1% | 38 |
|