Priebe Wealth Holdings’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-11,000
| Closed | -$433K | – | 80 |
|
2024
Q4 | $433K | Buy |
11,000
+2,900
| +36% | +$114K | 0.29% | 41 |
|
2024
Q3 | $335K | Hold |
8,100
| – | – | 0.24% | 39 |
|
2024
Q2 | $322K | Buy |
8,100
+1,600
| +25% | +$63.6K | 0.25% | 39 |
|
2024
Q1 | $260K | Sell |
6,500
-1,100
| -14% | -$44.1K | 0.2% | 44 |
|
2023
Q4 | $306K | Buy |
+7,600
| New | +$306K | 0.25% | 44 |
|