WestHill Financial Advisors’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
2022
Q1
Sell
-266,850
Closed -$12.6M 132
2021
Q4
$12.6M Buy
266,850
+2,674
+1% +$127K 3.57% 6
2021
Q3
$12.8M Buy
+264,176
New +$12.8M 3.94% 6
2021
Q1
$11.6M Sell
241,127
-159,271
-40% -$7.68M 4.13% 6
2020
Q4
$19.7M Buy
+400,398
New +$19.7M 7.77% 6