PWM
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Perigon Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Perigon 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
2024
Q4 		– Sell
-6,430
Closed -$266K – 1089
2024
Q3 		$266K Hold
6,430
– – 0.01% 833
2024
Q2 		$255K Hold
6,430
– – 0.01% 749
2024
Q1 		$258K Hold
6,430
– – 0.01% 724
2023
Q4 		$259K Buy
+6,430
New +$259K 0.01% 702