New Potomac Partners, LLC TOTL Holdings History
New Potomac Partners, LLC's SPDR DoubleLine Total Return Tactical ETF Holding Summary
As of 2024-09-30, New Potomac Partners, LLC held 103,265.00 shares of SPDR DoubleLine Total Return Tactical ETF(TOTL), totaling $4.28 Mil. This investment constitutes 2.2% of their stock portfolio, and New Potomac Partners, LLC now holds 0.13% of the outstanding SPDR DoubleLine Total Return Tactical ETF(TOTL) stock.
The initial trade took place in 2020Q2. And since then New Potomac Partners, LLC has made 10 purchases of TOTL, at an average price of $43.15, for a total of 107,700.00 shares. In addition, there have been 6 sales at an average price of $41.84 for 4,435.00 shares. Based on historical transaction data and TOTL's current price of $40.03, New Potomac Partners, LLC's estimated gain on his TOTL holdings is $-328,902.02, reflecting a -7.08% gain to date.
New Potomac Partners, LLC TOTL ($40.03) Holding Chart
New Potomac Partners, LLC TOTL ($40.03) 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 % | |||
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