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Curated Wealth Partners’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Curated Wealth Partners’s Portfolio TOTL Stock Details TOTL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,700
Closed -$516K – 152
2021
Q1 		$516K Hold
10,700
– – 0.32% 60
2020
Q4 		$527K Buy
+10,700
New +$527K 0.34% 56