Focused 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $35.1K | Sell |
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|
2023
Q3 | $44.1K | Sell |
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|
2023
Q2 | $54.3K | Sell |
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|
2023
Q1 | $55.1K | Sell |
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|
2022
Q4 | $55.5K | Sell |
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|
2022
Q3 | $58K | Sell |
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|
2022
Q2 | $61K | Sell |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $50.3M | Buy |
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|
2021
Q2 | $45.1M | Buy |
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|
2021
Q1 | $42.6M | Buy |
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|
2020
Q4 | $39.9M | Buy |
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|
2020
Q3 | $38.2M | Buy |
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|
2020
Q2 | $36.1M | Buy |
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|
2020
Q1 | $3K | Buy |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Buy |
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|
2019
Q2 | $3K | Sell |
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|
2019
Q1 | $19K | Buy |
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|
2018
Q4 | $18K | Buy |
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|
2018
Q3 | $18K | Buy |
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|
2018
Q2 | $18K | Buy |
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|
2018
Q1 | $18K | Buy |
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|
2017
Q4 | $16K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $17K | Hold |
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|
2017
Q1 | $17K | Buy |
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|
2016
Q4 | $17K | Buy |
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|
2016
Q3 | $15K | Buy |
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|
2016
Q2 | $15K | Buy |
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