Creative Planning’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 | $806K | Buy |
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|
2025
Q2 | $651K | Sell |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $588K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $505K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $217K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $84K | Buy |
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|
2017
Q1 | $17K | Sell |
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|
2016
Q4 | $137K | Buy |
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|
2016
Q3 | $138K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $17K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $50K | Buy |
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