Capasso Planning Partners’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
Q3
Sell
-5,874
Closed -$248K 97
2022
Q2
$248K Buy
+5,874
New +$253K 0.18% 70

Other funds holding TOTL

Capasso Planning Partners's TOTL Position: Q3 2022 in Review

Capasso Planning Partners sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2022, closing a stake of 5,874 shares — an estimated $248K sold.

Capasso Planning Partners first reported a position in TOTL in Q2 2022 and held it in 1 quarter. The position peaked at $248K in Q2 2022. 309 funds tracked by Wall St. Rank hold TOTL as of Q3 2022.

  • Capasso Planning Partners reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2022 after selling out during the quarter.
  • Capasso Planning Partners sold 5,874 State Street DoubleLine Total Return Tactical ETF shares in Q3 2022, an estimated $248K.
  • Capasso Planning Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2022 and held it in 1 quarter.
  • Capasso Planning Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $248K in Q2 2022.
  • 309 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2022.

Based on Capasso Planning Partners's 13F filing for Q3 2022, filed 9 Nov 2022.