Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $529K | Buy |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $508K | Sell |
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|
2022
Q3 | $629K | Sell |
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|
2022
Q2 | $672K | Sell |
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|
2022
Q1 | $693K | Buy |
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|
2021
Q4 | $751K | Buy |
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|
2021
Q3 | $743K | Sell |
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|
2021
Q2 | $744K | Sell |
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|
2021
Q1 | $818K | Sell |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.37M | Sell |
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|
2020
Q2 | $3.93M | Buy |
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|
2020
Q1 | $3.59M | Sell |
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|
2019
Q4 | $3.71M | Buy |
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|
2019
Q3 | $3.39M | Buy |
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|
2019
Q2 | $3.02M | Buy |
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|
2019
Q1 | $2.68M | Buy |
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|
2018
Q4 | $2.08M | Sell |
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|
2018
Q3 | $2.22M | Buy |
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