HC FINANCIAL ADVISORS INC TOTL Holdings History
HC FINANCIAL ADVISORS INC's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2022-06-30, HC FINANCIAL ADVISORS INC held 122,124.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $5.15 Mil. This investment constitutes 3.45% of their stock portfolio, and HC FINANCIAL ADVISORS INC now holds 0.23% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2020Q2. And since then HC FINANCIAL ADVISORS INC has made 4 purchases of TOTL, at an average price of $49.07, for a total of 260,705.00 shares. In addition, there have been 5 sales at an average price of $47.81 for 138,581.00 shares. Based on historical transaction data and TOTL's current price of $39.78, HC FINANCIAL ADVISORS INC's estimated gain on his TOTL holdings is $-1.31 Mil, reflecting a -10.24% gain to date.
HC FINANCIAL ADVISORS INC TOTL ($39.78) Holding Chart
HC FINANCIAL ADVISORS INC TOTL ($39.78) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
