1IA
1620 Investment Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
42,894
+2,204
| +5% | +$88.4K | 1.22% | 16 |
|
|
2025
Q1 | $1.64M | Buy |
40,690
+785
| +2% | +$31.6K | 1.25% | 14 |
|
|
2024
Q4 | $1.57M | Sell |
39,905
-241
| -0.6% | -$9.49K | 1.19% | 14 |
|
|
2024
Q3 | $1.66M | Sell |
40,146
-977
| -2% | -$40.4K | 1.2% | 15 |
|
|
2024
Q2 | $1.63M | Buy |
41,123
+4,431
| +12% | +$176K | 1.25% | 15 |
|
|
2024
Q1 | $1.47M | Buy |
36,692
+1,051
| +3% | +$42.1K | 1.48% | 15 |
|
|
2023
Q4 | $1.43M | Sell |
35,641
-1,658
| -4% | -$66.7K | 1.57% | 14 |
|
|
2023
Q3 | $1.44M | Buy |
37,299
+421
| +1% | +$16.3K | 1.63% | 12 |
|
|
2023
Q2 | $1.5M | Buy |
36,878
+480
| +1% | +$19.5K | 1.62% | 14 |
|
|
2023
Q1 | $1.49M | Buy |
36,398
+1,674
| +5% | +$68.7K | 1.8% | 10 |
|
|
2022
Q4 | $1.39M | Buy |
34,724
+29,299
| +540% | +$1.17M | 1.68% | 11 |
|
|
2022
Q3 | $218K | Buy |
+5,425
| New | +$218K | 0.32% | 104 |
|