Artemis 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
2023
Q1
Sell
-2,018
Closed -$80.8K 87
2022
Q4
$80.8K Sell
2,018
-4,162
-67% -$167K 0.02% 36
2022
Q3
$248K Sell
6,180
-11,036
-64% -$464K 0.07% 23
2022
Q2
$4.84K Buy
+17,216
New +$742K ﹤0.01% 104

Other funds holding TOTL

Artemis Wealth Advisors's TOTL Position: Q1 2023 in Review

Artemis Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2023, closing a stake of 2,018 shares — an estimated $80.8K sold.

Artemis Wealth Advisors first reported a position in TOTL in Q2 2022 and held it in 3 quarters. The position peaked at $248K in Q3 2022. 315 funds tracked by Wall St. Rank hold TOTL as of Q1 2023.

  • Artemis Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 2,018 State Street DoubleLine Total Return Tactical ETF shares in Q1 2023, an estimated $80.8K.
  • Artemis Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2022 and held it in 3 quarters.
  • Artemis Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $248K in Q3 2022.
  • 315 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2023.

Based on Artemis Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.