PCG
Prosperity Consulting Group’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,978
| Closed | -$201K | – | 481 |
|
|
2025
Q1 | $201K | Buy |
+4,978
| New | +$201K | 0.02% | 450 |
|
|
2024
Q4 | – | Sell |
-9,713
| Closed | -$402K | – | 482 |
|
|
2024
Q3 | $402K | Sell |
9,713
-499
| -5% | -$20.7K | 0.03% | 338 |
|
|
2024
Q2 | $406K | Sell |
10,212
-2,357
| -19% | -$93.6K | 0.06% | 215 |
|
|
2024
Q1 | $503K | Sell |
12,569
-1,598
| -11% | -$64K | 0.06% | 205 |
|
|
2023
Q4 | $570K | Buy |
14,167
+5,089
| +56% | +$205K | 0.19% | 98 |
|
|
2023
Q3 | $351K | Buy |
+9,078
| New | +$351K | 0.16% | 106 |
|