Independent Advisor Alliance’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
Q1 | – | Sell |
-45,678
| Closed | -$1.8M | – | 1320 |
|
2024
Q4 | $1.8M | Buy |
+45,678
| New | +$1.8M | 0.02% | 536 |
|
2020
Q1 | – | Sell |
-13,835
| Closed | -$678K | – | 798 |
|
2019
Q4 | $678K | Buy |
+13,835
| New | +$678K | 0.03% | 462 |
|
2017
Q2 | – | Sell |
-6,280
| Closed | -$307K | – | 386 |
|
2017
Q1 | $307K | Buy |
+6,280
| New | +$307K | 0.05% | 299 |
|