Waterford Advisors’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 | – | Sell |
-7,271
| Closed | -$293K | – | 55 |
|
|
2025
Q1 | $293K | Buy |
+7,271
| New | +$293K | 0.12% | 41 |
|
|
2024
Q4 | – | Sell |
-13,041
| Closed | -$540K | – | 52 |
|
|
2024
Q3 | $540K | Hold |
13,041
| – | – | 0.28% | 28 |
|
|
2024
Q2 | $518K | Hold |
13,041
| – | – | 0.22% | 31 |
|
|
2024
Q1 | $522K | Hold |
13,041
| – | – | 0.22% | 33 |
|
|
2023
Q4 | $525K | Hold |
13,041
| – | – | 0.25% | 29 |
|
|
2023
Q3 | $504K | Hold |
13,041
| – | – | 0.28% | 28 |
|
|
2023
Q2 | $529K | Hold |
13,041
| – | – | 0.25% | 33 |
|
|
2023
Q1 | $535K | Hold |
13,041
| – | – | 0.29% | 30 |
|
|
2022
Q4 | $522K | Buy |
+13,041
| New | +$522K | 0.3% | 30 |
|