New England Professional Planning Group’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
Q1
Sell
-10,127
Closed -$399K 48
2024
Q4
$399K Buy
+10,127
New +$399K 0.2% 26
2024
Q3
Sell
-8,654
Closed -$344K 55
2024
Q2
$344K Sell
8,654
-56,583
-87% -$2.25M 0.18% 28
2024
Q1
$2.61M Buy
65,237
+13,311
+26% +$533K 1.36% 6
2023
Q4
$2.09M Buy
51,926
+7,822
+18% +$315K 1.19% 6
2023
Q3
$1.7M Buy
44,104
+2,613
+6% +$101K 1.06% 7
2023
Q2
$1.68M Sell
41,491
-20,265
-33% -$822K 0.99% 7
2023
Q1
$2.54M Sell
61,756
-503,186
-89% -$20.7M 1.53% 6
2022
Q4
$22.6M Buy
564,942
+484,726
+604% +$19.4M 12.72% 4
2022
Q3
$3.22M Buy
80,216
+74,553
+1,316% +$2.99M 2.29% 6
2022
Q2
$239K Buy
+5,663
New +$239K 0.17% 28