LA
Lifeworks Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
37,004
-2,263
| -6% | -$90.8K | 0.22% | 102 |
|
|
2025
Q1 | $1.58M | Buy |
+39,267
| New | +$1.58M | 0.26% | 91 |
|
|
2024
Q4 | – | Sell |
-4,963
| Closed | -$205K | – | 321 |
|
|
2024
Q3 | $205K | Sell |
4,963
-232
| -4% | -$9.61K | 0.04% | 284 |
|
|
2024
Q2 | $206K | Sell |
5,195
-275
| -5% | -$10.9K | 0.06% | 215 |
|
|
2024
Q1 | $219K | Sell |
5,470
-2,527
| -32% | -$101K | 0.06% | 216 |
|
|
2023
Q4 | $322K | Buy |
+7,997
| New | +$322K | 0.11% | 152 |
|
|
2022
Q2 | – | Sell |
-4,622
| Closed | -$207K | – | 148 |
|
|
2022
Q1 | $207K | Buy |
+4,622
| New | +$207K | 0.14% | 124 |
|