Spire 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
Q3 | – | Sell |
-1,503
| Closed | -$59.7K | – | 2269 |
|
|
2024
Q2 | $59.7K | Hold |
1,503
| – | – | ﹤0.01% | 1060 |
|
|
2024
Q1 | $60.2K | Hold |
1,503
| – | – | ﹤0.01% | 1156 |
|
|
2023
Q4 | $59.9K | Buy |
1,503
+528
| +54% | +$21.1K | ﹤0.01% | 1146 |
|
|
2023
Q3 | $37.7K | Hold |
975
| – | – | ﹤0.01% | 1270 |
|
|
2023
Q2 | $39.5K | Sell |
975
-384
| -28% | -$15.6K | ﹤0.01% | 1297 |
|
|
2023
Q1 | $55.8K | Buy |
+1,359
| New | +$55.8K | ﹤0.01% | 1155 |
|
|
2022
Q2 | – | Sell |
-1,289
| Closed | -$58K | – | 2831 |
|
|
2022
Q1 | $58K | Sell |
1,289
-133
| -9% | -$5.98K | ﹤0.01% | 1396 |
|
|
2021
Q4 | $67K | Buy |
1,422
+133
| +10% | +$6.27K | ﹤0.01% | 1591 |
|
|
2021
Q3 | $62K | Hold |
1,289
| – | – | ﹤0.01% | 1394 |
|
|
2021
Q2 | $62K | Sell |
1,289
-133
| -9% | -$6.4K | ﹤0.01% | 1392 |
|
|
2021
Q1 | $69K | Buy |
+1,422
| New | +$69K | ﹤0.01% | 1567 |
|