Marshall Financial Group (Maryland)’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 | $1.35M | Sell |
34,061
-12,945
| -28% | -$514K | 0.27% | 80 |
|
|
2025
Q1 | $1.89M | Sell |
47,006
-10,394
| -18% | -$419K | 0.41% | 51 |
|
|
2024
Q4 | $2.26M | Sell |
57,400
-7,874
| -12% | -$310K | 0.55% | 41 |
|
|
2024
Q3 | $2.7M | Buy |
65,274
+188
| +0.3% | +$7.78K | 0.65% | 33 |
|
|
2024
Q2 | $2.59M | Buy |
65,086
+1,421
| +2% | +$56.4K | 0.72% | 28 |
|
|
2024
Q1 | $2.55M | Buy |
63,665
+1,543
| +2% | +$61.8K | 0.73% | 29 |
|
|
2023
Q4 | $2.5M | Buy |
62,122
+37,130
| +149% | +$1.49M | 0.81% | 28 |
|
|
2023
Q3 | $966K | Buy |
24,992
+12
| +0% | +$464 | 0.35% | 68 |
|
|
2023
Q2 | $1.01M | Buy |
24,980
+6,698
| +37% | +$272K | 0.35% | 69 |
|
|
2023
Q1 | $750K | Buy |
18,282
+12,726
| +229% | +$522K | 0.27% | 103 |
|
|
2022
Q4 | $222K | Buy |
+5,556
| New | +$222K | 0.09% | 160 |
|
|
2022
Q1 | – | Sell |
-24,996
| Closed | -$1.18M | – | 217 |
|
|
2021
Q4 | $1.18M | Buy |
+24,996
| New | +$1.18M | 0.44% | 76 |
|