WWA
WCG Wealth 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
Q2 | $25.5M | Sell |
636,851
-122,508
| -16% | -$4.91M | 1.65% | 10 |
|
|
2025
Q1 | $30.6M | Buy |
759,359
+27,188
| +4% | +$1.1M | 2.32% | 3 |
|
|
2024
Q4 | $28.8M | Buy |
732,171
+374,288
| +105% | +$14.7M | 1.91% | 8 |
|
|
2024
Q3 | $14.8M | Buy |
357,883
+346,556
| +3,060% | +$14.3M | 1% | 24 |
|
|
2024
Q2 | $450K | Buy |
+11,327
| New | +$450K | 0.03% | 250 |
|
|
2023
Q2 | – | Sell |
-84,067
| Closed | -$3.45M | – | 186 |
|
|
2023
Q1 | $3.45M | Sell |
84,067
-1,019
| -1% | -$41.8K | 0.44% | 54 |
|
|
2022
Q4 | $3.4M | Buy |
85,086
+8,421
| +11% | +$336K | 0.47% | 53 |
|
|
2022
Q3 | $3.47M | Sell |
76,665
-6,021
| -7% | -$272K | 0.46% | 53 |
|
|
2022
Q2 | $3.49M | Buy |
+82,686
| New | +$3.49M | 0.48% | 50 |
|