Synergy Asset Management’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,453
| Closed | -$1.25M | – | 745 |
|
|
2024
Q4 | $1.25M | Buy |
26,453
+7,531
| +40% | +$356K | 0.1% | 106 |
|
|
2024
Q3 | $898K | Buy |
18,922
+396
| +2% | +$18.8K | 0.14% | 84 |
|
|
2024
Q2 | $868K | Sell |
18,526
-1,844
| -9% | -$86.4K | 0.14% | 84 |
|
|
2024
Q1 | $957K | Buy |
20,370
+942
| +5% | +$44.3K | 0.16% | 80 |
|
|
2023
Q4 | $910K | Buy |
19,428
+1,251
| +7% | +$58.6K | 0.16% | 88 |
|
|
2023
Q3 | $844K | Buy |
+18,177
| New | +$844K | 0.17% | 80 |
|