Valley Wealth Managers’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
Q2 | – | Sell |
-447
| Closed | -$17.9K | – | 409 |
|
|
2024
Q1 | $17.9K | Hold |
447
| – | – | ﹤0.01% | 245 |
|
|
2023
Q4 | $18K | Hold |
447
| – | – | ﹤0.01% | 256 |
|
|
2023
Q3 | $17.3K | Sell |
447
-5,461
| -92% | -$211K | ﹤0.01% | 264 |
|
|
2023
Q2 | $240K | Hold |
5,908
| – | – | 0.02% | 152 |
|
|
2023
Q1 | $242K | Sell |
5,908
-2,303
| -28% | -$94.5K | 0.02% | 148 |
|
|
2022
Q4 | $329K | Sell |
8,211
-2,370
| -22% | -$94.9K | 0.03% | 133 |
|
|
2022
Q3 | $426K | Hold |
10,581
| – | – | 0.04% | 126 |
|
|
2022
Q2 | $447K | Buy |
+10,581
| New | +$447K | 0.04% | 132 |
|