Integrated Wealth Concepts’s SPDR DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
28,230
+3,734
| +15% | +$177K | 0.01% | 780 |
|
|
2025
Q1 | $1.16M | Sell |
24,496
-71
| -0.3% | -$3.36K | 0.01% | 771 |
|
|
2024
Q4 | $1.15M | Buy |
24,567
+1,467
| +6% | +$68.7K | 0.01% | 755 |
|
|
2024
Q3 | $1.1M | Buy |
23,100
+1,271
| +6% | +$60.3K | 0.01% | 763 |
|
|
2024
Q2 | $1.02M | Buy |
21,829
+1,676
| +8% | +$78.5K | 0.01% | 752 |
|
|
2024
Q1 | $947K | Buy |
20,153
+4,838
| +32% | +$227K | 0.01% | 775 |
|
|
2023
Q4 | $717K | Buy |
+15,315
| New | +$717K | 0.01% | 854 |
|