EverSource Wealth Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
12,891
+2
| +0% | +$80 | 0.02% | 440 |
|
|
2025
Q1 | $519K | Buy |
12,889
+48
| +0.4% | +$1.93K | 0.03% | 376 |
|
|
2024
Q4 | $506K | Buy |
12,841
+2
| +0% | +$79 | 0.03% | 365 |
|
|
2024
Q3 | $532K | Buy |
12,839
+1
| +0% | +$41 | 0.03% | 315 |
|
|
2024
Q2 | $521K | Sell |
12,838
-54
| -0.4% | -$2.19K | 0.03% | 305 |
|
|
2024
Q1 | $503K | Sell |
12,892
-11,387
| -47% | -$444K | 0.04% | 270 |
|
|
2023
Q4 | $977K | Buy |
24,279
+21,329
| +723% | +$858K | 0.09% | 166 |
|
|
2023
Q3 | $114K | Buy |
+2,950
| New | +$114K | 0.01% | 529 |
|
|
2022
Q2 | – | Sell |
-766
| Closed | -$34K | – | 1892 |
|
|
2022
Q1 | $34K | Sell |
766
-219
| -22% | -$9.72K | 0.01% | 547 |
|
|
2021
Q4 | $47K | Buy |
+985
| New | +$47K | 0.01% | 439 |
|