Amplius Wealth Advisors’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
2022
Q1
Sell
-121
Closed -$5K 825
2021
Q4
$5K Buy
+121
New +$5.78K ﹤0.01% 716

Other funds holding TOTL

Amplius Wealth Advisors's TOTL Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2022, closing a stake of 121 shares — an estimated $5K sold.

Amplius Wealth Advisors first reported a position in TOTL in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 348 funds tracked by Wall St. Rank hold TOTL as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 121 State Street DoubleLine Total Return Tactical ETF shares in Q1 2022, an estimated $5K.
  • Amplius Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $5K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.