UFA
US Financial Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.16M | Buy |
103,325
+3,523
| +4% | +$142K | 1.23% | 26 |
|
|
2024
Q4 | $3.93M | Buy |
99,802
+1,734
| +2% | +$68.3K | 1.21% | 24 |
|
|
2024
Q3 | $4.06M | Buy |
98,068
+4,463
| +5% | +$185K | 1.26% | 25 |
|
|
2024
Q2 | $3.72M | Buy |
+93,605
| New | +$3.72M | 1.25% | 24 |
|
|
2021
Q3 | – | Sell |
-4,640
| Closed | -$225K | – | 75 |
|
|
2021
Q2 | $225K | Sell |
4,640
-84,775
| -95% | -$4.11M | 0.11% | 69 |
|
|
2021
Q1 | $4.31M | Buy |
89,415
+9,541
| +12% | +$460K | 1.2% | 22 |
|
|
2020
Q4 | $3.94M | Buy |
+79,874
| New | +$3.94M | 1.19% | 23 |
|
|
2016
Q2 | $295K | Hold |
5,971
| – | – | 0.59% | 33 |
|
|
2016
Q1 | $295K | Buy |
5,971
+5,273
| +755% | +$261K | 0.51% | 33 |
|
|
2015
Q4 | $34K | Buy |
+698
| New | +$34K | 0.03% | 177 |
|