Strategic Family Wealth Counselors’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 | $844K | Buy |
21,036
+238
| +1% | +$9.55K | 0.24% | 68 |
|
|
2025
Q1 | $838K | Buy |
20,798
+2,694
| +15% | +$109K | 0.27% | 66 |
|
|
2024
Q4 | $713K | Sell |
18,104
-2,227
| -11% | -$87.7K | 0.23% | 67 |
|
|
2024
Q3 | $842K | Sell |
20,331
-558
| -3% | -$23.1K | 0.29% | 58 |
|
|
2024
Q2 | $830K | Buy |
20,889
+3,909
| +23% | +$155K | 0.32% | 53 |
|
|
2024
Q1 | $680K | Buy |
16,980
+1,490
| +10% | +$59.7K | 0.27% | 56 |
|
|
2023
Q4 | $623K | Sell |
15,490
-3,844
| -20% | -$155K | 0.26% | 57 |
|
|
2023
Q3 | $747K | Buy |
19,334
+1,086
| +6% | +$42K | 0.36% | 46 |
|
|
2023
Q2 | $740K | Buy |
18,248
+726
| +4% | +$29.4K | 0.34% | 46 |
|
|
2023
Q1 | $719K | Buy |
17,522
+4,478
| +34% | +$184K | 0.34% | 47 |
|
|
2022
Q4 | $522K | Buy |
13,044
+138
| +1% | +$5.53K | 0.26% | 57 |
|
|
2022
Q3 | $519K | Buy |
12,906
+81
| +0.6% | +$3.26K | 0.25% | 50 |
|
|
2022
Q2 | $541K | Buy |
12,825
+67
| +0.5% | +$2.83K | 0.26% | 50 |
|
|
2022
Q1 | $571K | Buy |
12,758
+40
| +0.3% | +$1.79K | 0.23% | 54 |
|
|
2021
Q4 | $602K | Sell |
12,718
-6
| -0% | -$284 | 0.19% | 56 |
|
|
2021
Q3 | $615K | Sell |
12,724
-44
| -0.3% | -$2.13K | 0.21% | 49 |
|
|
2021
Q2 | $618K | Buy |
12,768
+15
| +0.1% | +$726 | 0.2% | 49 |
|
|
2021
Q1 | $615K | Buy |
12,753
+29
| +0.2% | +$1.4K | 0.23% | 45 |
|
|
2020
Q4 | $627K | Buy |
12,724
+74
| +0.6% | +$3.65K | 0.32% | 42 |
|
|
2020
Q3 | $624K | Buy |
12,650
+47
| +0.4% | +$2.32K | 0.35% | 40 |
|
|
2020
Q2 | $624K | Sell |
12,603
-351
| -3% | -$17.4K | 0.39% | 41 |
|
|
2020
Q1 | $621K | Sell |
12,954
-3,085
| -19% | -$148K | 0.46% | 37 |
|
|
2019
Q4 | $786K | Buy |
16,039
+46
| +0.3% | +$2.25K | 0.63% | 32 |
|
|
2019
Q3 | $787K | Sell |
15,993
-222
| -1% | -$10.9K | 0.6% | 31 |
|
|
2019
Q2 | $796K | Buy |
16,215
+61
| +0.4% | +$3K | 0.62% | 29 |
|
|
2019
Q1 | $781K | Sell |
16,154
-8,677
| -35% | -$420K | 0.63% | 30 |
|
|
2018
Q4 | $1.18M | Buy |
+24,831
| New | +$1.18M | 1.33% | 22 |
|