WESPAC Advisors SoCal’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-51,028
Closed -$2.39M 112
2024
Q4
$2.39M Buy
51,028
+10,127
+25% +$475K 0.54% 49
2024
Q3
$1.94M Buy
+40,901
New +$1.94M 0.45% 53