Western Wealth Management’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 | $624K | Sell |
15,564
-2,346
| -13% | -$94.1K | 0.04% | 363 |
|
|
2025
Q1 | $722K | Buy |
17,910
+2,875
| +19% | +$116K | 0.05% | 307 |
|
|
2024
Q4 | $592K | Buy |
15,035
+775
| +5% | +$30.5K | 0.04% | 342 |
|
|
2024
Q3 | $590K | Buy |
14,260
+2,309
| +19% | +$95.6K | 0.03% | 420 |
|
|
2024
Q2 | $475K | Sell |
11,951
-748
| -6% | -$29.7K | 0.04% | 381 |
|
|
2024
Q1 | $509K | Sell |
12,699
-446
| -3% | -$17.9K | 0.04% | 363 |
|
|
2023
Q4 | $529K | Sell |
13,145
-1,694
| -11% | -$68.2K | 0.04% | 399 |
|
|
2023
Q3 | $574K | Buy |
14,839
+748
| +5% | +$28.9K | 0.05% | 359 |
|
|
2023
Q2 | $571K | Buy |
14,091
+4,780
| +51% | +$194K | 0.05% | 348 |
|
|
2023
Q1 | $382K | Sell |
9,311
-2,757
| -23% | -$113K | 0.04% | 440 |
|
|
2022
Q4 | $483K | Sell |
12,068
-8,903
| -42% | -$357K | 0.05% | 345 |
|
|
2022
Q3 | $839K | Sell |
20,971
-5,007
| -19% | -$200K | 0.05% | 347 |
|
|
2022
Q2 | $1.1M | Buy |
25,978
+4,105
| +19% | +$173K | 0.06% | 289 |
|
|
2022
Q1 | $980K | Buy |
21,873
+6,560
| +43% | +$294K | 0.05% | 340 |
|
|
2021
Q4 | $722K | Buy |
+15,313
| New | +$722K | 0.07% | 260 |
|
|
2021
Q2 | $609K | Sell |
12,485
-8,620
| -41% | -$420K | 0.06% | 318 |
|
|
2021
Q1 | $1.02M | Buy |
21,105
+4,203
| +25% | +$203K | 0.14% | 158 |
|
|
2020
Q4 | $833K | Sell |
16,902
-2,248
| -12% | -$111K | 0.12% | 183 |
|
|
2020
Q3 | $944K | Buy |
19,150
+4,043
| +27% | +$199K | 0.15% | 153 |
|
|
2020
Q2 | $749K | Buy |
15,107
+5,740
| +61% | +$285K | 0.14% | 168 |
|
|
2020
Q1 | $452K | Buy |
9,367
+4,812
| +106% | +$232K | 0.1% | 200 |
|
|
2019
Q4 | $223K | Sell |
4,555
-3,785
| -45% | -$185K | 0.03% | 369 |
|
|
2019
Q3 | $412K | Sell |
8,340
-394
| -5% | -$19.5K | 0.09% | 239 |
|
|
2019
Q2 | $429K | Buy |
8,734
+1,402
| +19% | +$68.9K | 0.06% | 249 |
|
|
2019
Q1 | $353K | Buy |
7,332
+434
| +6% | +$20.9K | 0.08% | 257 |
|
|
2018
Q4 | $328K | Buy |
+6,898
| New | +$328K | 0.09% | 238 |
|