Capital Advisory Group Advisory Services’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
Q2
Sell
-500
Closed -$22K 459
2022
Q1
$22K Buy
+500
New +$23K 0.01% 293
2021
Q4
Sell
-500
Closed -$24K 466
2021
Q3
$24K Hold
500
0.01% 311
2021
Q2
$24K Hold
500
0.01% 319
2021
Q1
$24K Hold
500
0.01% 300
2020
Q4
$25K Buy
+500
New +$24.7K 0.01% 292

Other funds holding TOTL

Capital Advisory Group Advisory Services's TOTL Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2022, closing a stake of 500 shares — an estimated $22K sold.

Capital Advisory Group Advisory Services first reported a position in TOTL in Q4 2020 and held it in 5 quarters. The position peaked at $25K in Q4 2020. 326 funds tracked by Wall St. Rank hold TOTL as of Q2 2022.

  • Capital Advisory Group Advisory Services reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2022 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 500 State Street DoubleLine Total Return Tactical ETF shares in Q2 2022, an estimated $22K.
  • Capital Advisory Group Advisory Services first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and held it in 5 quarters.
  • Capital Advisory Group Advisory Services's State Street DoubleLine Total Return Tactical ETF position peaked at $25K in Q4 2020.
  • 326 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.