Retirement Planning Company of New England’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Retirement Planning Company of New England’s Portfolio TOTL Stock Details TOTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-350	Closed	-$16K	–	815
2021 Q4	$16K	Buy	+350	New	+$16.7K	0.01%	572

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CAI

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BCI

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JCM

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Company of New England's TOTL Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2022, closing a stake of 350 shares — an estimated $16K sold.

Retirement Planning Company of New England first reported a position in TOTL in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 348 funds tracked by Wall St. Rank hold TOTL as of Q1 2022.

Retirement Planning Company of New England reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2022 after selling out during the quarter.
Retirement Planning Company of New England sold 350 State Street DoubleLine Total Return Tactical ETF shares in Q1 2022, an estimated $16K.
Retirement Planning Company of New England first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2021 and held it in 1 quarter.
Retirement Planning Company of New England's State Street DoubleLine Total Return Tactical ETF position peaked at $16K in Q4 2021.
348 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.