AWM
Accel Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
9,231
-63
| -0.7% | -$2.62K | 0.13% | 166 |
|
|
2025
Q1 | $382K | Sell |
9,294
-491
| -5% | -$20.2K | 0.14% | 150 |
|
|
2024
Q4 | $408K | Buy |
9,785
+395
| +4% | +$16.5K | 0.15% | 148 |
|
|
2024
Q3 | $392K | Sell |
9,390
-17,135
| -65% | -$716K | 0.15% | 153 |
|
|
2024
Q2 | $1.11M | Sell |
26,525
-1,762
| -6% | -$73.7K | 0.44% | 59 |
|
|
2024
Q1 | $1.19M | Sell |
28,287
-3,126
| -10% | -$132K | 0.51% | 52 |
|
|
2023
Q4 | $1.32M | Sell |
31,413
-1,102
| -3% | -$46.2K | 0.66% | 42 |
|
|
2023
Q3 | $1.36M | Buy |
32,515
+1,711
| +6% | +$71.7K | 0.76% | 42 |
|
|
2023
Q2 | $1.29M | Sell |
30,804
-5,220
| -14% | -$219K | 0.71% | 43 |
|
|
2023
Q1 | $1.49M | Buy |
36,024
+4,240
| +13% | +$176K | 0.61% | 43 |
|
|
2022
Q4 | $1.3M | Buy |
31,784
+2,173
| +7% | +$88.9K | 0.62% | 44 |
|
|
2022
Q3 | $1.22M | Buy |
29,611
+3,380
| +13% | +$140K | 0.65% | 45 |
|
|
2022
Q2 | $1.1M | Buy |
26,231
+20,517
| +359% | +$859K | 0.63% | 48 |
|
|
2022
Q1 | $256K | Buy |
5,714
+4,402
| +336% | +$197K | 0.13% | 129 |
|
|
2021
Q4 | $60K | Buy |
+1,312
| New | +$60K | 0.03% | 349 |
|