Westside Investment 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 | $193K | Hold |
4,800
| – | – | 0.04% | 261 |
|
|
2025
Q1 | $193K | Hold |
4,800
| – | – | 0.04% | 238 |
|
|
2024
Q4 | $189K | Hold |
4,800
| – | – | 0.04% | 240 |
|
|
2024
Q3 | $199K | Hold |
4,800
| – | – | 0.04% | 238 |
|
|
2024
Q2 | $191K | Hold |
4,800
| – | – | 0.04% | 233 |
|
|
2024
Q1 | $192K | Hold |
4,800
| – | – | 0.05% | 231 |
|
|
2023
Q4 | $193K | Sell |
4,800
-3,800
| -44% | -$153K | 0.05% | 213 |
|
|
2023
Q3 | $332K | Buy |
8,600
+500
| +6% | +$19.3K | 0.1% | 165 |
|
|
2023
Q2 | $328K | Hold |
8,100
| – | – | 0.09% | 168 |
|
|
2023
Q1 | $332K | Hold |
8,100
| – | – | 0.1% | 166 |
|
|
2022
Q4 | $153K | Buy |
8,100
+2,900
| +56% | +$54.8K | 0.38% | 69 |
|
|
2022
Q3 | $153K | Buy |
5,200
+4,300
| +478% | +$126K | 0.37% | 67 |
|
|
2022
Q2 | $37 | Hold |
900
| – | – | ﹤0.01% | 442 |
|
|
2022
Q1 | $40 | Hold |
900
| – | – | ﹤0.01% | 439 |
|
|
2021
Q4 | $42 | Hold |
900
| – | – | ﹤0.01% | 415 |
|
|
2021
Q3 | $43 | Hold |
900
| – | – | ﹤0.01% | 404 |
|
|
2021
Q2 | $43 | Hold |
900
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $43 | Hold |
900
| – | – | ﹤0.01% | 389 |
|
|
2020
Q4 | $44 | Hold |
900
| – | – | ﹤0.01% | 355 |
|
|
2020
Q3 | $44 | Buy |
900
+600
| +200% | +$29 | ﹤0.01% | 353 |
|
|
2020
Q2 | $14 | Hold |
300
| – | – | ﹤0.01% | 445 |
|
|
2020
Q1 | $14 | Buy |
+300
| New | +$14 | ﹤0.01% | 428 |
|
|
2019
Q2 | $156 | Buy |
+3,190
| New | +$156 | ﹤0.01% | 210 |
|
|
2018
Q4 | $189K | Hold |
4,000
| – | – | 0.07% | 162 |
|
|
2018
Q3 | $188K | Hold |
4,000
| – | – | 0.06% | 151 |
|
|
2018
Q2 | $190K | Hold |
4,000
| – | – | 0.07% | 159 |
|
|
2018
Q1 | $192K | Sell |
4,000
-700
| -15% | -$33.5K | 0.11% | 155 |
|
|
2017
Q4 | $228K | Hold |
4,700
| – | – | 0.12% | 148 |
|
|
2017
Q3 | $231K | Buy |
4,700
+700
| +18% | +$34.4K | 0.14% | 134 |
|
|
2017
Q2 | $196K | Buy |
4,000
+200
| +5% | +$9.8K | 0.13% | 134 |
|
|
2017
Q1 | $186K | Buy |
+3,800
| New | +$186K | 0.09% | 133 |
|