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Mark Sheptoff Financial Planning’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio STOT Stock Details STOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-739
Closed -$34.9K – 529
2025
Q1 		$34.9K Hold
739
– – 0.02% 193
2024
Q4 		$34.6K Hold
739
– – 0.02% 204
2024
Q3 		$35.1K Buy
+739
New +$35.1K 0.02% 195