Essex Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $303K | Buy |
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|
2025
Q2 | $296K | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $362K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $743K | Sell |
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|
2022
Q1 | $969K | Buy |
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|
2021
Q4 | $702K | Sell |
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|
2021
Q3 | $951K | Buy |
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|
2021
Q2 | $634K | Hold |
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|
2021
Q1 | $634K | Buy |
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|
2020
Q4 | $462K | Buy |
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|
2020
Q3 | $443K | Buy |
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|
2020
Q2 | $410K | Sell |
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|
2020
Q1 | $495K | Buy |
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|
2019
Q4 | $281K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $334K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $351K | Buy |
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|
2017
Q4 | $216K | Buy |
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