LWA
Lineweaver Wealth Advisors’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
43,074
+563
| +1% | +$26.7K | 0.32% | 60 |
|
|
2025
Q1 | $2.01M | Sell |
42,511
-27,294
| -39% | -$1.29M | 0.34% | 56 |
|
|
2024
Q4 | $3.27M | Sell |
69,805
-24,371
| -26% | -$1.14M | 0.6% | 34 |
|
|
2024
Q3 | $4.47M | Buy |
94,176
+11,149
| +13% | +$529K | 0.85% | 24 |
|
|
2024
Q2 | $3.89M | Buy |
83,027
+10,559
| +15% | +$495K | 0.81% | 27 |
|
|
2024
Q1 | $3.41M | Buy |
72,468
+2,154
| +3% | +$101K | 0.81% | 27 |
|
|
2023
Q4 | $3.29M | Buy |
+70,314
| New | +$3.29M | 0.85% | 23 |
|