Peterson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-68,841
| Closed | -$2.77M | – | 62 |
|
|
2022
Q3 | $2.77M | Buy |
68,841
+13,498
| +24% | +$542K | 2.58% | 10 |
|
|
2022
Q2 | $2.33M | Sell |
55,343
-5,130
| -8% | -$216K | 3.02% | 10 |
|
|
2022
Q1 | $2.71M | Sell |
60,473
-29,069
| -32% | -$1.3M | 1.82% | 15 |
|
|
2021
Q4 | $4.24M | Sell |
89,542
-16,277
| -15% | -$771K | 2.83% | 12 |
|
|
2021
Q3 | $5.11M | Buy |
105,819
+1,743
| +2% | +$84.2K | 3.96% | 7 |
|
|
2021
Q2 | $5.04M | Sell |
104,076
-70,637
| -40% | -$3.42M | 3.93% | 7 |
|
|
2021
Q1 | $8.42M | Buy |
174,713
+2,722
| +2% | +$131K | 7.15% | 3 |
|
|
2020
Q4 | $8.48M | Buy |
171,991
+4,320
| +3% | +$213K | 6.88% | 2 |
|
|
2020
Q3 | $8.27M | Buy |
167,671
+7,993
| +5% | +$394K | 7.32% | 2 |
|
|
2020
Q2 | $7.91M | Buy |
159,678
+4,381
| +3% | +$217K | 7.86% | 1 |
|
|
2020
Q1 | $7.45M | Sell |
155,297
-6,639
| -4% | -$318K | 9.07% | 1 |
|
|
2019
Q4 | $7.97M | Buy |
+161,936
| New | +$7.97M | 7.25% | 3 |
|