Catalyst 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
2023
Q1
$306K Buy
7,460
+698
+10% +$28.5K 0.29% 98
2022
Q4
$271K Buy
+6,762
New +$271K 0.26% 105

Other funds holding TOTL

Catalyst Wealth Management's TOTL Position: Q1 2023 in Review

Catalyst Wealth Management increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 10% in Q1 2023, buying an estimated $28.5K and bringing the position to 7,460 shares worth $306K. The position accounts for 0.29% of the portfolio, ranked #98.

Catalyst Wealth Management first reported a position in TOTL in Q4 2022 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold TOTL as of Q1 2023.

  • Catalyst Wealth Management held 7,460 shares of State Street DoubleLine Total Return Tactical ETF worth $306K as of Q1 2023.
  • Catalyst Wealth Management bought 698 State Street DoubleLine Total Return Tactical ETF shares in Q1 2023, an estimated $28.5K.
  • State Street DoubleLine Total Return Tactical ETF made up 0.29% of Catalyst Wealth Management's portfolio in Q1 2023, its #98 holding.
  • Catalyst Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2022 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.