Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-166
| Closed | -$6.68K | – | 292 |
|
|
2023
Q4 | $6.68K | Hold |
166
| – | – | ﹤0.01% | 199 |
|
|
2023
Q3 | $6.42K | Hold |
166
| – | – | ﹤0.01% | 142 |
|
|
2023
Q2 | $6.73K | Hold |
166
| – | – | ﹤0.01% | 134 |
|
|
2023
Q1 | $6.81K | Hold |
166
| – | – | ﹤0.01% | 149 |
|
|
2022
Q4 | $6.65K | Hold |
166
| – | – | ﹤0.01% | 129 |
|
|
2022
Q3 | $7K | Hold |
166
| – | – | 0.01% | 130 |
|
|
2022
Q2 | $7K | Hold |
166
| – | – | 0.01% | 129 |
|
|
2022
Q1 | $7K | Hold |
166
| – | – | 0.01% | 116 |
|
|
2021
Q4 | $8K | Buy |
+166
| New | +$8K | 0.01% | 128 |
|