Williams Jones 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 | $536K | Hold |
13,375
| – | – | 0.01% | 338 |
|
|
2025
Q1 | $539K | Hold |
13,375
| – | – | 0.01% | 324 |
|
|
2024
Q4 | $527K | Hold |
13,375
| – | – | 0.01% | 335 |
|
|
2024
Q3 | $554K | Hold |
13,375
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $531K | Hold |
13,375
| – | – | 0.01% | 337 |
|
|
2024
Q1 | $536K | Hold |
13,375
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $538K | Hold |
13,375
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $517K | Buy |
+13,375
| New | +$517K | 0.01% | 333 |
|