Steward Partners Investment Advisory’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 | $12.7M | Buy |
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|
2025
Q2 | $11.3M | Buy |
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|
2025
Q1 | $9.78M | Buy |
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|
2024
Q4 | $5.06M | Buy |
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|
2024
Q3 | $5.17M | Sell |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $12.6M | Buy |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q3 | $143K | Buy |
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|
2023
Q2 | $90.3K | Sell |
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|
2023
Q1 | $143K | Buy |
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|
2022
Q4 | $114K | Hold |
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|
2022
Q3 | $115K | Sell |
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|
2022
Q2 | $141K | Hold |
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|
2022
Q1 | $149K | Sell |
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|
2021
Q4 | $164K | Sell |
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|
2021
Q3 | $769K | Buy |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $354K | Sell |
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|
2020
Q4 | $2.1M | Sell |
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|
2020
Q3 | $2.12M | Buy |
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|
2020
Q2 | $794K | Buy |
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $335K | Buy |
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|
2019
Q3 | $273K | Buy |
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|
2019
Q2 | $124K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $179K | Sell |
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|
2018
Q2 | $249K | Sell |
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|
2018
Q1 | $896K | Sell |
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|
2017
Q4 | $912K | Buy |
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|
2017
Q3 | $636K | Buy |
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