MW
MBL Wealth’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 | $2.26M | Sell |
56,380
-11,283
| -17% | -$453K | 0.22% | 72 |
|
|
2025
Q1 | $2.73M | Sell |
67,663
-8,100
| -11% | -$326K | 0.28% | 59 |
|
|
2024
Q4 | $2.98M | Sell |
75,763
-17,272
| -19% | -$680K | 0.3% | 58 |
|
|
2024
Q3 | $3.85M | Sell |
93,035
-60,115
| -39% | -$2.49M | 0.41% | 52 |
|
|
2024
Q2 | $6.08M | Buy |
153,150
+21,576
| +16% | +$857K | 0.68% | 37 |
|
|
2024
Q1 | $5.27M | Buy |
+131,574
| New | +$5.27M | 0.6% | 40 |
|
|
2023
Q4 | – | Sell |
-33,776
| Closed | -$1.31M | – | 195 |
|
|
2023
Q3 | $1.31M | Sell |
33,776
-197,644
| -85% | -$7.64M | 0.18% | 61 |
|
|
2023
Q2 | $9.38M | Buy |
231,420
+32,196
| +16% | +$1.31M | 1.32% | 22 |
|
|
2023
Q1 | $8.17M | Buy |
199,224
+55,742
| +39% | +$2.29M | 1.28% | 21 |
|
|
2022
Q4 | $5.75M | Buy |
143,482
+59,345
| +71% | +$2.38M | 1.1% | 21 |
|
|
2022
Q3 | $3.38M | Sell |
84,137
-9,302
| -10% | -$374K | 0.73% | 31 |
|
|
2022
Q2 | $3.94M | Buy |
93,439
+20,177
| +28% | +$851K | 0.98% | 30 |
|
|
2022
Q1 | $3.28M | Buy |
+73,262
| New | +$3.28M | 0.8% | 30 |
|
|
2021
Q3 | $3.41M | Buy |
+70,597
| New | +$3.41M | 1.18% | 25 |
|
|
2021
Q1 | $2.95M | Buy |
+61,085
| New | +$2.95M | 1.03% | 24 |
|