Curi Wealth Management’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $9.32M | Sell |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $11.6M | Buy |
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|
2023
Q1 | $10.1M | Buy |
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|
2022
Q4 | $6.76M | Buy |
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|
2022
Q3 | $5.48M | Buy |
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|
2022
Q2 | $4.19M | Buy |
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|
2022
Q1 | $4.25M | Buy |
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|
2021
Q4 | $4.16M | Buy |
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|
2021
Q3 | $3.63M | Buy |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $1.95M | Buy |
|