OWA
Opal Wealth Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-412
| Closed | -$16.4K | – | 1079 |
|
|
2024
Q2 | $16.4K | Buy |
+412
| New | +$16.4K | 0.01% | 560 |
|
|
2023
Q3 | – | Sell |
-14,480
| Closed | -$587K | – | 158 |
|
|
2023
Q2 | $587K | Buy |
14,480
+1,397
| +11% | +$56.6K | 0.29% | 43 |
|
|
2023
Q1 | $537K | Buy |
13,083
+386
| +3% | +$15.8K | 0.31% | 37 |
|
|
2022
Q4 | $508K | Sell |
12,697
-3,971
| -24% | -$159K | 0.28% | 51 |
|
|
2022
Q3 | $670K | Buy |
16,668
+3,594
| +27% | +$144K | 0.49% | 31 |
|
|
2022
Q2 | $551K | Buy |
13,074
+3,203
| +32% | +$135K | 0.36% | 38 |
|
|
2022
Q1 | $442K | Sell |
9,871
-12,723
| -56% | -$570K | 0.38% | 36 |
|
|
2021
Q4 | $1.07M | Buy |
22,594
+14,345
| +174% | +$679K | 0.68% | 29 |
|
|
2021
Q3 | $399K | Buy |
8,249
+731
| +10% | +$35.4K | 0.38% | 38 |
|
|
2021
Q2 | $364K | Buy |
7,518
+3,059
| +69% | +$148K | 0.34% | 42 |
|
|
2021
Q1 | $215K | Buy |
+4,459
| New | +$215K | 0.23% | 73 |
|