Axxcess 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 | $3.1M | Sell |
|
|||||
|
2025
Q2 | $3.32M | Sell |
|
|||||
|
2025
Q1 | $3.49M | Buy |
|
|||||
|
2024
Q4 | $3.11M | Sell |
|
|||||
|
2024
Q3 | $3.45M | Sell |
|
|||||
|
2024
Q2 | $4.31M | Sell |
|
|||||
|
2024
Q1 | $4.56M | Sell |
|
|||||
|
2023
Q4 | $5.78M | Sell |
|
|||||
|
2023
Q3 | $6.63M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $336K | Sell |
|
|||||
|
2022
Q2 | $471K | Sell |
|
|||||
|
2022
Q1 | $757K | Buy |
|
|||||
|
2021
Q4 | $792K | Buy |
|