Atria Wealth Solutions’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 | – | Sell |
-32,204
| Closed | -$1.3M | – | 1884 |
|
|
2025
Q1 | $1.3M | Buy |
32,204
+7,668
| +31% | +$309K | 0.02% | 782 |
|
|
2024
Q4 | $966K | Sell |
24,536
-67,700
| -73% | -$2.67M | 0.01% | 929 |
|
|
2024
Q3 | $3.82M | Buy |
92,236
+9,429
| +11% | +$390K | 0.04% | 414 |
|
|
2024
Q2 | $3.29M | Buy |
82,807
+57,614
| +229% | +$2.29M | 0.04% | 455 |
|
|
2024
Q1 | $1.01M | Buy |
25,193
+1,553
| +7% | +$62.2K | 0.01% | 902 |
|
|
2023
Q4 | $952K | Buy |
23,640
+7,536
| +47% | +$303K | 0.01% | 872 |
|
|
2023
Q3 | $622K | Buy |
16,104
+1,344
| +9% | +$51.9K | 0.01% | 1026 |
|
|
2023
Q2 | $599K | Buy |
14,760
+1,130
| +8% | +$45.8K | 0.01% | 1064 |
|
|
2023
Q1 | $559K | Buy |
13,630
+5,472
| +67% | +$225K | 0.01% | 1062 |
|
|
2022
Q4 | $327K | Buy |
+8,158
| New | +$327K | 0.01% | 1309 |
|
|
2022
Q3 | – | Sell |
-7,604
| Closed | -$321K | – | 1822 |
|
|
2022
Q2 | $321K | Sell |
7,604
-550
| -7% | -$23.2K | 0.01% | 1153 |
|
|
2022
Q1 | $365K | Buy |
+8,154
| New | +$365K | 0.01% | 1225 |
|