SilverOak 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
2024
Q4
Sell
-22,556
Closed -$934K 104
2024
Q3
$934K Sell
22,556
-587
-3% -$24.3K 0.21% 43
2024
Q2
$919K Buy
23,143
+790
+4% +$31.4K 0.22% 43
2024
Q1
$895K Buy
22,353
+976
+5% +$39.1K 0.22% 41
2023
Q4
$860K Buy
+21,377
New +$860K 0.23% 41