WAM
Worth Asset Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-200
| Closed | -$8.11K | – | 400 |
|
|
2023
Q2 | $8.11K | Sell |
200
-6,438
| -97% | -$261K | 0.01% | 326 |
|
|
2023
Q1 | $272K | Buy |
6,638
+3,893
| +142% | +$160K | 0.21% | 65 |
|
|
2022
Q4 | $110K | Sell |
2,745
-5
| -0.2% | -$200 | 0.08% | 110 |
|
|
2022
Q3 | $111K | Sell |
2,750
-1,375
| -33% | -$55.5K | 0.08% | 89 |
|
|
2022
Q2 | $174K | Sell |
4,125
-760
| -16% | -$32.1K | 0.12% | 82 |
|
|
2022
Q1 | $210K | Buy |
+4,885
| New | +$210K | 0.14% | 73 |
|