AE Wealth Management’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12K | Buy |
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|
2025
Q2 | $10.5K | Sell |
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|
2025
Q1 | $11.6K | Sell |
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|
2024
Q4 | $42.7K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $239K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $336K | Sell |
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|
2020
Q3 | $431K | Sell |
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|
2020
Q2 | $672K | Buy |
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|
2020
Q1 | $537K | Sell |
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|
2019
Q4 | $727K | Buy |
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|
2019
Q3 | $463K | Sell |
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|
2019
Q2 | $701K | Buy |
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|
2019
Q1 | $604K | Sell |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $664K | Buy |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $263K | Buy |
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|
2017
Q3 | $249K | Sell |
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|
2017
Q2 | $487K | Buy |
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