SWM
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SK Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

SK Wealth Management’s Portfolio TOTL Stock Details TOTL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.77M Buy
69,583
+1,385
+2% +$55.1K 1.2% 18
2025
Q1 		$2.7M Buy
68,198
+476
+0.7% +$18.9K 1.45% 15
2024
Q4 		$2.67M Hold
67,722
– – 1.36% 13
2024
Q3 		$2.66M Buy
+67,722
New +$2.66M 1.36% 13