TCI Wealth Advisors’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
2022
Q3
Sell
-709
Closed -$30K 2584
2022
Q2
$30K Hold
709
﹤0.01% 518
2022
Q1
$32K Buy
+709
New +$32.6K ﹤0.01% 529
2019
Q3
Sell
-905
Closed -$44K 1626
2019
Q2
$44K Hold
905
0.02% 335
2019
Q1
$44K Buy
905
+568
+169% +$27.1K 0.02% 362
2018
Q4
$16K Buy
+337
New +$15.8K 0.01% 526

Other funds holding TOTL

TCI Wealth Advisors's TOTL Position: Q3 2022 in Review

TCI Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2022, closing a stake of 709 shares — an estimated $30K sold.

TCI Wealth Advisors first reported a position in TOTL in Q4 2018 and held it in 5 quarters. The position peaked at $44K in Q2 2019. 309 funds tracked by Wall St. Rank hold TOTL as of Q3 2022.

  • TCI Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 709 State Street DoubleLine Total Return Tactical ETF shares in Q3 2022, an estimated $30K.
  • TCI Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2018 and held it in 5 quarters.
  • TCI Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $44K in Q2 2019.
  • 309 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.