Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,228
| Closed | -$492K | – | 466 |
|
|
2023
Q4 | $492K | Buy |
+12,228
| New | +$492K | 0.03% | 267 |
|
|
2023
Q3 | – | Sell |
-24,003
| Closed | -$973K | – | 425 |
|
|
2023
Q2 | $973K | Buy |
+24,003
| New | +$973K | 0.06% | 180 |
|
|
2016
Q2 | – | Sell |
-5,038
| Closed | -$249K | – | 84 |
|
|
2016
Q1 | $249K | Buy |
+5,038
| New | +$249K | 0.13% | 54 |
|