M Holdings Securities’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 | $464K | Buy |
+11,588
| New | +$464K | 0.08% | 131 |
|
2020
Q2 | – | Sell |
-39,444
| Closed | -$1.89M | – | 232 |
|
2020
Q1 | $1.89M | Buy |
+39,444
| New | +$1.89M | 0.28% | 95 |
|
2019
Q2 | – | Sell |
-5,809
| Closed | -$281K | – | 332 |
|
2019
Q1 | $281K | Sell |
5,809
-41,673
| -88% | -$2.02M | 0.07% | 288 |
|
2018
Q4 | $2.25M | Buy |
47,482
+479
| +1% | +$22.7K | 0.7% | 32 |
|
2018
Q3 | $2.22M | Sell |
47,003
-13,265
| -22% | -$627K | 0.58% | 42 |
|
2018
Q2 | $2.87M | Buy |
60,268
+20,339
| +51% | +$967K | 0.79% | 24 |
|
2018
Q1 | $1.92M | Sell |
39,929
-4,004
| -9% | -$192K | 0.58% | 39 |
|
2017
Q4 | $2.14M | Buy |
43,933
+3,816
| +10% | +$186K | 0.64% | 36 |
|
2017
Q3 | $1.98M | Buy |
40,117
+27,668
| +222% | +$1.36M | 0.62% | 36 |
|
2017
Q2 | $613K | Buy |
+12,449
| New | +$613K | 0.21% | 140 |
|