Morling Financial Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.2M | Buy |
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|
2025
Q2 | $35.8M | Sell |
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|
2025
Q1 | $36.7M | Sell |
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|
2024
Q4 | $38.1M | Sell |
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|
2024
Q3 | $40.3M | Buy |
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|
2024
Q2 | $34.9M | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $588K | Buy |
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|
2023
Q2 | $546K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $422K | Buy |
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