Westmount Partners’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 | $447K | Sell |
11,145
-785
| -7% | -$31.5K | 0.12% | 137 |
|
|
2025
Q1 | $481K | Sell |
11,930
-3,233
| -21% | -$130K | 0.15% | 127 |
|
|
2024
Q4 | $597K | Sell |
15,163
-10,741
| -41% | -$423K | 0.18% | 101 |
|
|
2024
Q3 | $1.07M | Buy |
25,904
+127
| +0.5% | +$5.26K | 0.32% | 63 |
|
|
2024
Q2 | $1.01M | Buy |
25,777
+415
| +2% | +$16.3K | 0.34% | 64 |
|
|
2024
Q1 | $1.02M | Sell |
25,362
-512
| -2% | -$20.5K | 0.37% | 59 |
|
|
2023
Q4 | $1.04M | Buy |
25,874
+1,999
| +8% | +$80.5K | 0.43% | 53 |
|
|
2023
Q3 | $923K | Buy |
23,875
+1,436
| +6% | +$55.5K | 0.41% | 56 |
|
|
2023
Q2 | $910K | Sell |
22,439
-654
| -3% | -$26.5K | 0.4% | 56 |
|
|
2023
Q1 | $948K | Buy |
23,093
+175
| +0.8% | +$7.18K | 0.44% | 46 |
|
|
2022
Q4 | $918K | Buy |
+22,918
| New | +$918K | 0.48% | 44 |
|