Carlton Hofferkamp & Jenks 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 | $792K | Sell |
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|
2025
Q2 | $777K | Sell |
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|
2025
Q1 | $844K | Hold |
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|
2024
Q4 | $845K | Sell |
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|
2024
Q3 | $915K | Buy |
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|
2024
Q2 | $920K | Sell |
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|
2024
Q1 | $915K | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.24M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.13M | Sell |
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|
2021
Q4 | $2.38M | Sell |
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|
2021
Q3 | $3.23M | Buy |
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|
2021
Q2 | $3.27M | Sell |
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|
2021
Q1 | $3.69M | Buy |
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|
2020
Q4 | $3.73M | Buy |
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|
2020
Q3 | $3.68M | Buy |
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|
2020
Q2 | $3.63M | Buy |
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|
2020
Q1 | $2.92M | Sell |
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|
2019
Q4 | $3M | Buy |
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|
2019
Q3 | $1.73M | Buy |
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|
2019
Q2 | $1.59M | Buy |
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|
2019
Q1 | $1.56M | Buy |
|