WP
TOTL icon

Westmount Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Westmount Partners’s Portfolio TOTL Stock Details TOTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$495K Sell
12,529
-305
-2% -$12.1K 0.11% 154
2026
Q1 		$510K Buy
12,834
+793
+7% +$31.9K 0.13% 145
2025
Q4 		$485K Sell
12,041
-203
-2% -$8.22K 0.12% 134
2025
Q3 		$496K Buy
12,244
+1,099
+10% +$44.1K 0.13% 135
2025
Q2 		$447K Sell
11,145
-785
-7% -$31.2K 0.12% 137
2025
Q1 		$481K Sell
11,930
-3,233
-21% -$129K 0.15% 127
2024
Q4 		$597K Sell
15,163
-10,741
-41% -$431K 0.18% 101
2024
Q3 		$1.07M Buy
25,904
+127
+0.5% +$5.18K 0.32% 63
2024
Q2 		$1.01M Buy
25,777
+415
+2% +$16.4K 0.34% 64
2024
Q1 		$1.02M Sell
25,362
-512
-2% -$20.4K 0.37% 59
2023
Q4 		$1.04M Buy
25,874
+1,999
+8% +$77.4K 0.43% 53
2023
Q3 		$923K Buy
23,875
+1,436
+6% +$57K 0.41% 56
2023
Q2 		$910K Sell
22,439
-654
-3% -$26.6K 0.4% 56
2023
Q1 		$948K Buy
23,093
+175
+0.8% +$7.14K 0.44% 46
2022
Q4 		$918K Buy
+22,918
New +$919K 0.48% 44

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LFS
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HFS
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BA
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BCM
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FI
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CPWA
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