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Waterford Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Waterford Advisors’s Portfolio TOTL Stock Details TOTL Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$293K Buy
2024
Q4 		– Sell
2024
Q3 		$540K Hold
2024
Q2 		$518K Hold
2024
Q1 		$522K Hold
2023
Q4 		$525K Hold
2023
Q3 		$504K Hold
2023
Q2 		$529K Hold
2023
Q1 		$535K Hold
2022
Q4 		$522K Buy