Bourgeon Capital Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
SEIA
TA
CAI
Bourgeon Capital Management's TOTL Position: Q3 2023 in Review
Bourgeon Capital Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2023, closing a stake of 2,375 shares — an estimated $96.3K sold.
Bourgeon Capital Management first reported a position in TOTL in Q2 2023 and held it in 1 quarter. The position peaked at $96.3K in Q2 2023. 309 funds tracked by Wall St. Rank hold TOTL as of Q3 2023.
- Bourgeon Capital Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2023 after selling out during the quarter.
- Bourgeon Capital Management sold 2,375 State Street DoubleLine Total Return Tactical ETF shares in Q3 2023, an estimated $96.3K.
- Bourgeon Capital Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2023 and held it in 1 quarter.
- Bourgeon Capital Management's State Street DoubleLine Total Return Tactical ETF position peaked at $96.3K in Q2 2023.
- 309 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2023.
Based on Bourgeon Capital Management's 13F filing for Q3 2023, filed 1 Nov 2023.