Prestige Wealth Management Group’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Hold |
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|
2025
Q1 | $151K | Hold |
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|
2024
Q4 | $147K | Hold |
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|
2024
Q3 | $155K | Sell |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $20.7M | Sell |
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|
2022
Q3 | $21.3M | Buy |
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|
2022
Q2 | $22.3M | Sell |
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|
2022
Q1 | $24.9M | Buy |
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|
2021
Q4 | $25.8M | Sell |
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|
2021
Q3 | $29.6M | Buy |
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|
2021
Q2 | $29.6M | Sell |
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|
2021
Q1 | $31M | Buy |
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|
2020
Q4 | $30.5M | Sell |
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|
2020
Q3 | $32M | Buy |
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|
2020
Q2 | $32.1M | Buy |
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|
2020
Q1 | $30.4M | Buy |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Buy |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Buy |
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