LGWM
Litman Gregory Wealth Management’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 | $7M | Buy |
174,597
+16,287
| +10% | +$653K | 0.55% | 39 |
|
|
2025
Q1 | $6.38M | Sell |
158,310
-20,080
| -11% | -$809K | 0.55% | 41 |
|
|
2024
Q4 | $7.03M | Sell |
178,390
-47,375
| -21% | -$1.87M | 0.61% | 36 |
|
|
2024
Q3 | $9.35M | Buy |
225,765
+16,050
| +8% | +$664K | 0.78% | 33 |
|
|
2024
Q2 | $8.33M | Buy |
209,715
+1,651
| +0.8% | +$65.6K | 0.74% | 34 |
|
|
2024
Q1 | $8.33M | Buy |
208,064
+9,776
| +5% | +$392K | 0.76% | 33 |
|
|
2023
Q4 | $7.98M | Buy |
198,288
+16,575
| +9% | +$667K | 0.76% | 33 |
|
|
2023
Q3 | $7.02M | Sell |
181,713
-19,624
| -10% | -$758K | 0.72% | 31 |
|
|
2023
Q2 | $8.16M | Buy |
+201,337
| New | +$8.16M | 1.02% | 18 |
|
|
2023
Q1 | – | Sell |
-198,754
| Closed | -$7.96M | – | 91 |
|
|
2022
Q4 | $7.96M | Sell |
198,754
-4,314
| -2% | -$173K | 1.11% | 18 |
|
|
2022
Q3 | $8.16M | Buy |
203,068
+5,242
| +3% | +$211K | 1.3% | 17 |
|
|
2022
Q2 | $8.34M | Sell |
197,826
-10,113
| -5% | -$427K | 1.23% | 16 |
|
|
2022
Q1 | $9.31M | Buy |
207,939
+50,582
| +32% | +$2.26M | 1.36% | 16 |
|
|
2021
Q4 | $7.45M | Sell |
157,357
-69,075
| -31% | -$3.27M | 1.27% | 13 |
|
|
2021
Q3 | $10.9M | Buy |
226,432
+216,457
| +2,170% | +$10.5M | 2.06% | 11 |
|
|
2021
Q2 | $9.98K | Sell |
9,975
-183,809
| -95% | -$184K | 1.86% | 12 |
|
|
2021
Q1 | $9.34M | Buy |
193,784
+7,617
| +4% | +$367K | 1.83% | 11 |
|
|
2020
Q4 | $9.17M | Buy |
186,167
+15,407
| +9% | +$759K | 1.69% | 10 |
|
|
2020
Q3 | $8.42M | Sell |
170,760
-9,289
| -5% | -$458K | 1.74% | 11 |
|
|
2020
Q2 | $8.92M | Buy |
180,049
+2,975
| +2% | +$147K | 1.97% | 11 |
|
|
2020
Q1 | $8.49M | Buy |
177,074
+8,703
| +5% | +$417K | 2.14% | 12 |
|
|
2019
Q4 | $8.25M | Buy |
168,371
+45,121
| +37% | +$2.21M | 1.84% | 13 |
|
|
2019
Q3 | $6.07M | Sell |
123,250
-36,322
| -23% | -$1.79M | 1.48% | 13 |
|
|
2019
Q2 | $7.83M | Sell |
159,572
-794
| -0.5% | -$39K | 2.07% | 11 |
|
|
2019
Q1 | $7.75M | Buy |
160,366
+9,458
| +6% | +$457K | 2.11% | 11 |
|
|
2018
Q4 | $7.15M | Buy |
150,908
+39,284
| +35% | +$1.86M | 2.2% | 11 |
|
|
2018
Q3 | $5.27M | Buy |
111,624
+2,016
| +2% | +$95.3K | 1.78% | 11 |
|
|
2018
Q2 | $5.21M | Sell |
109,608
-894
| -0.8% | -$42.5K | 2.05% | 10 |
|
|
2018
Q1 | $5.3M | Buy |
110,502
+8,336
| +8% | +$400K | 2.16% | 8 |
|
|
2017
Q4 | $4.97K | Buy |
102,166
+8,890
| +10% | +$432 | 1.49% | 9 |
|
|
2017
Q3 | $4.6M | Buy |
93,276
+1,382
| +2% | +$68.1K | 2.24% | 8 |
|
|
2017
Q2 | $4.52M | Buy |
91,894
+55,995
| +156% | +$2.76M | 2.57% | 8 |
|
|
2017
Q1 | $1.75M | Buy |
35,899
+6,003
| +20% | +$293K | 1.09% | 13 |
|
|
2016
Q4 | $1.45M | Buy |
29,896
+180
| +0.6% | +$8.71K | 0.97% | 14 |
|
|
2016
Q3 | $1.49M | Buy |
29,716
+4,023
| +16% | +$202K | 1.08% | 11 |
|
|
2016
Q2 | $1.28M | Buy |
25,693
+1,581
| +7% | +$78.9K | 1.02% | 12 |
|
|
2016
Q1 | $1.19M | Buy |
24,112
+12,705
| +111% | +$628K | 0.94% | 13 |
|
|
2015
Q4 | $554K | Buy |
+11,407
| New | +$554K | 0.4% | 19 |
|