OPWM
TOTL icon

Oak Point Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Oak Point Wealth Management’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		$1.13M Sell
23,643
-736
-3% -$35.3K 1.16% 34
2017
Q4 		$1.2M Buy
+24,379
New +$1.2M 1.18% 30