CFS Investment 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
Q4
Sell
-100,370
Closed -$2K 256
2022
Q3
$2K Buy
+100,370
New +$4.22M ﹤0.01% 171
2022
Q2
Sell
-111,835
Closed -$2K 503
2022
Q1
$2K Buy
+111,835
New +$5.14M 0.01% 298

Other funds holding TOTL

CFS Investment Advisory Services's TOTL Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2022, closing a stake of 100,370 shares — an estimated $2K sold.

CFS Investment Advisory Services first reported a position in TOTL in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 331 funds tracked by Wall St. Rank hold TOTL as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 100,370 State Street DoubleLine Total Return Tactical ETF shares in Q4 2022, an estimated $2K.
  • CFS Investment Advisory Services first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's State Street DoubleLine Total Return Tactical ETF position peaked at $2K in Q3 2022.
  • 331 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.