Avantax Advisory Services’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 | $1.81M | Buy |
45,039
+3,446
| +8% | +$138K | 0.01% | 854 |
|
|
2025
Q1 | $1.68M | Buy |
41,593
+535
| +1% | +$21.6K | 0.01% | 842 |
|
|
2024
Q4 | $1.62M | Sell |
41,058
-4,601
| -10% | -$181K | 0.01% | 826 |
|
|
2024
Q3 | $1.89M | Buy |
45,659
+31,954
| +233% | +$1.32M | 0.01% | 726 |
|
|
2024
Q2 | $544K | Buy |
13,705
+397
| +3% | +$15.8K | ﹤0.01% | 1309 |
|
|
2024
Q1 | $533K | Buy |
+13,308
| New | +$533K | ﹤0.01% | 1003 |
|
|
2023
Q1 | – | Sell |
-6,451
| Closed | -$258K | – | 1540 |
|
|
2022
Q4 | $258K | Sell |
6,451
-5,038
| -44% | -$202K | ﹤0.01% | 1184 |
|
|
2022
Q3 | $462K | Buy |
11,489
+87
| +0.8% | +$3.5K | 0.01% | 813 |
|
|
2022
Q2 | $481K | Buy |
11,402
+946
| +9% | +$39.9K | 0.01% | 798 |
|
|
2022
Q1 | $469K | Buy |
10,456
+2,527
| +32% | +$113K | 0.01% | 809 |
|
|
2021
Q4 | $375K | Sell |
7,929
-507
| -6% | -$24K | 0.01% | 874 |
|
|
2021
Q3 | $408K | Buy |
8,436
+780
| +10% | +$37.7K | 0.01% | 795 |
|
|
2021
Q2 | $371K | Buy |
+7,656
| New | +$371K | 0.01% | 814 |
|
|
2020
Q4 | – | Sell |
-5,864
| Closed | -$289K | – | 1327 |
|
|
2020
Q3 | $289K | Buy |
+5,864
| New | +$289K | ﹤0.01% | 1039 |
|