AWA
Arkadios Wealth 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 | $708K | Buy |
17,663
+31
| +0.2% | +$1.24K | 0.02% | 705 |
|
|
2025
Q1 | $710K | Buy |
17,632
+530
| +3% | +$21.4K | 0.03% | 575 |
|
|
2024
Q4 | $674K | Sell |
17,102
-1,188
| -6% | -$46.8K | 0.04% | 436 |
|
|
2024
Q3 | $757K | Buy |
+18,290
| New | +$757K | 0.04% | 401 |
|
|
2022
Q3 | – | Sell |
-16,812
| Closed | -$709K | – | 568 |
|
|
2022
Q2 | $709K | Sell |
16,812
-19,766
| -54% | -$834K | 0.11% | 220 |
|
|
2022
Q1 | $1.64M | Sell |
36,578
-12,013
| -25% | -$538K | 0.21% | 120 |
|
|
2021
Q4 | $2.3M | Sell |
48,591
-15,330
| -24% | -$726K | 0.3% | 82 |
|
|
2021
Q3 | $3.09M | Sell |
63,921
-11,337
| -15% | -$548K | 0.45% | 50 |
|
|
2021
Q2 | $3.64M | Sell |
75,258
-26,543
| -26% | -$1.28M | 0.44% | 52 |
|
|
2021
Q1 | $4.91M | Sell |
101,801
-6,326
| -6% | -$305K | 0.81% | 23 |
|
|
2020
Q4 | $5.33M | Buy |
108,127
+98,443
| +1,017% | +$4.85M | 1.12% | 14 |
|
|
2020
Q3 | $478K | Buy |
9,684
+510
| +6% | +$25.2K | 0.24% | 97 |
|
|
2020
Q2 | $455K | Buy |
+9,174
| New | +$455K | 0.25% | 91 |
|