Clay Northam 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
2022
Q1
Sell
-4,695
Closed -$222K 92
2021
Q4
$222K Buy
+4,695
New +$224K 0.21% 83

Other funds holding TOTL

Clay Northam Wealth Management's TOTL Position: Q1 2022 in Review

Clay Northam Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2022, closing a stake of 4,695 shares — an estimated $222K sold.

Clay Northam Wealth Management first reported a position in TOTL in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 348 funds tracked by Wall St. Rank hold TOTL as of Q1 2022.

  • Clay Northam Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2022 after selling out during the quarter.
  • Clay Northam Wealth Management sold 4,695 State Street DoubleLine Total Return Tactical ETF shares in Q1 2022, an estimated $222K.
  • Clay Northam Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2021 and held it in 1 quarter.
  • Clay Northam Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $222K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2022.

Based on Clay Northam Wealth Management's 13F filing for Q1 2022, filed 22 Apr 2022.