Viridian RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,333
| Closed | -$347K | – | 73 |
|
|
2021
Q4 | $347K | Buy |
+7,333
| New | +$347K | 0.07% | 76 |
|
|
2021
Q3 | – | Hold |
0
| – | -$334K | – | 65 |
|
|
2021
Q2 | – | Hold |
0
| – | -$417K | – | 69 |
|
|
2021
Q1 | – | Sell |
-10,578
| Closed | -$521K | – | 63 |
|
|
2020
Q4 | $521K | Sell |
10,578
-1,708
| -14% | -$84.1K | 0.14% | 53 |
|
|
2020
Q3 | $606K | Hold |
12,286
| – | – | 0.2% | 49 |
|
|
2020
Q2 | $609K | Sell |
12,286
-1,731
| -12% | -$85.8K | 0.22% | 48 |
|
|
2020
Q1 | $672K | Buy |
+14,017
| New | +$672K | 0.3% | 43 |
|