Cardinal Point Capital 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
2023
Q2
Sell
-14,175
Closed -$582K 78
2023
Q1
$582K Sell
14,175
-1,775
-11% -$72.5K 0.18% 47
2022
Q4
$639K Buy
+15,950
New +$639K 0.22% 38

Other funds holding TOTL

Cardinal Point Capital Management's TOTL Position: Q2 2023 in Review

Cardinal Point Capital Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2023, closing a stake of 14,175 shares — an estimated $582K sold.

Cardinal Point Capital Management first reported a position in TOTL in Q4 2022 and held it in 2 quarters. The position peaked at $639K in Q4 2022. 314 funds tracked by Wall St. Rank hold TOTL as of Q2 2023.

  • Cardinal Point Capital Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2023 after selling out during the quarter.
  • Cardinal Point Capital Management sold 14,175 State Street DoubleLine Total Return Tactical ETF shares in Q2 2023, an estimated $582K.
  • Cardinal Point Capital Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and held it in 2 quarters.
  • Cardinal Point Capital Management's State Street DoubleLine Total Return Tactical ETF position peaked at $639K in Q4 2022.
  • 314 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2023.

Based on Cardinal Point Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.