Richardson Financial Services’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
Q2 | $595K | Buy |
14,912
+1,393
| +10% | +$55.6K | 0.4% | 74 |
|
|
2025
Q1 | $545K | Buy |
13,519
+1,344
| +11% | +$54.2K | 0.41% | 69 |
|
|
2024
Q4 | $480K | Sell |
12,175
-3,358
| -22% | -$132K | 0.34% | 81 |
|
|
2024
Q3 | $617K | Hold |
15,533
| – | – | 0.39% | 65 |
|
|
2024
Q2 | $617K | Sell |
15,533
-724
| -4% | -$28.8K | 0.44% | 61 |
|
|
2024
Q1 | $651K | Sell |
16,257
-2,013
| -11% | -$80.6K | 0.46% | 60 |
|
|
2023
Q4 | $735K | Buy |
+18,270
| New | +$735K | 0.64% | 46 |
|