Western Wealth Management’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
Q2 | $259K | Sell |
5,465
-41
| -0.7% | -$1.94K | 0.02% | 597 |
|
|
2025
Q1 | $260K | Buy |
5,506
+15
| +0.3% | +$709 | 0.02% | 569 |
|
|
2024
Q4 | $257K | Buy |
+5,491
| New | +$257K | 0.02% | 566 |
|
|
2024
Q1 | – | Sell |
-4,969
| Closed | -$233K | – | 716 |
|
|
2023
Q4 | $233K | Buy |
4,969
+31
| +0.6% | +$1.45K | 0.02% | 619 |
|
|
2023
Q3 | $229K | Buy |
4,938
+21
| +0.4% | +$975 | 0.02% | 575 |
|
|
2023
Q2 | $228K | Buy |
4,917
+20
| +0.4% | +$929 | 0.02% | 584 |
|
|
2023
Q1 | $227K | Buy |
4,897
+12
| +0.2% | +$557 | 0.02% | 579 |
|
|
2022
Q4 | $225K | Sell |
4,885
-4,649
| -49% | -$214K | 0.02% | 543 |
|
|
2022
Q3 | $439K | Buy |
9,534
+12
| +0.1% | +$553 | 0.03% | 528 |
|
|
2022
Q2 | $445K | Buy |
9,522
+8
| +0.1% | +$374 | 0.03% | 509 |
|
|
2022
Q1 | $454K | Buy |
9,514
+4,760
| +100% | +$227K | 0.02% | 554 |
|
|
2021
Q4 | $233K | Buy |
+4,754
| New | +$233K | 0.02% | 546 |
|