MWM
Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $788K | Sell |
18,670
-23,570
| -56% | -$995K | 0.2% | 87 |
|
|
2022
Q1 | $1.89M | Sell |
42,240
-9,750
| -19% | -$436K | 0.41% | 58 |
|
|
2021
Q4 | $2.46M | Sell |
51,990
-7,259
| -12% | -$344K | 0.47% | 54 |
|
|
2021
Q3 | $2.86M | Sell |
59,249
-22,437
| -27% | -$1.08M | 0.62% | 47 |
|
|
2021
Q2 | $3.95M | Sell |
81,686
-18,381
| -18% | -$889K | 0.86% | 36 |
|
|
2021
Q1 | $4.82M | Sell |
100,067
-10,184
| -9% | -$491K | 1.23% | 28 |
|
|
2020
Q4 | $5.43M | Buy |
110,251
+6,886
| +7% | +$339K | 1.62% | 14 |
|
|
2020
Q3 | $5.1M | Buy |
103,365
+28,887
| +39% | +$1.42M | 1.92% | 10 |
|
|
2020
Q2 | $3.69M | Sell |
74,478
-20,300
| -21% | -$1.01M | 1.84% | 11 |
|
|
2020
Q1 | $4.55M | Buy |
94,778
+8,355
| +10% | +$401K | 3.26% | 5 |
|
|
2019
Q4 | $4.26M | Buy |
+86,423
| New | +$4.26M | 1.94% | 10 |
|