Tradition 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
2023
Q4
Sell
-669
Closed -$26K 1366
2023
Q3
$26K Hold
669
﹤0.01% 783
2023
Q2
$27K Buy
+669
New +$27.2K ﹤0.01% 806

Other funds holding TOTL

Tradition Wealth Management's TOTL Position: Q4 2023 in Review

Tradition Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2023, closing a stake of 669 shares — an estimated $26K sold.

Tradition Wealth Management first reported a position in TOTL in Q2 2023 and held it in 2 quarters. The position peaked at $27K in Q2 2023. 322 funds tracked by Wall St. Rank hold TOTL as of Q4 2023.

  • Tradition Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 669 State Street DoubleLine Total Return Tactical ETF shares in Q4 2023, an estimated $26K.
  • Tradition Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $27K in Q2 2023.
  • 322 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.