Strategic Family Wealth Counselors’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 | $1.36M | Buy |
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|
2025
Q2 | $844K | Buy |
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|
2025
Q1 | $838K | Buy |
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|
2024
Q4 | $713K | Sell |
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|
2024
Q3 | $842K | Sell |
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|
2024
Q2 | $830K | Buy |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $623K | Sell |
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|
2023
Q3 | $747K | Buy |
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|
2023
Q2 | $740K | Buy |
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|
2023
Q1 | $719K | Buy |
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|
2022
Q4 | $522K | Buy |
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|
2022
Q3 | $519K | Buy |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $602K | Sell |
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|
2021
Q3 | $615K | Sell |
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|
2021
Q2 | $618K | Buy |
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|
2021
Q1 | $615K | Buy |
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|
2020
Q4 | $627K | Buy |
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|
2020
Q3 | $624K | Buy |
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|
2020
Q2 | $624K | Sell |
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|
2020
Q1 | $621K | Sell |
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|
2019
Q4 | $786K | Buy |
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|
2019
Q3 | $787K | Sell |
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|
2019
Q2 | $796K | Buy |
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|
2019
Q1 | $781K | Sell |
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|
2018
Q4 | $1.18M | Buy |
|