Exencial Wealth Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $2.51M | Sell |
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|
2024
Q1 | $2.67M | Sell |
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|
2023
Q4 | $2.77M | Sell |
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|
2023
Q3 | $3.02M | Sell |
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|
2023
Q2 | $3.27M | Sell |
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|
2023
Q1 | $3.39M | Sell |
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|
2022
Q4 | $3.37M | Buy |
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|
2022
Q3 | $2.03M | Buy |
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|
2022
Q2 | $879K | Buy |
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|
2022
Q1 | $696K | Buy |
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|
2021
Q4 | $632K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $645K | Sell |
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|
2019
Q4 | $688K | Buy |
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