AWM
Adams 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
Q1 | $1.23M | Buy |
29,838
+8,109
| +37% | +$334K | 0.24% | 62 |
|
|
2024
Q4 | $907K | Sell |
21,729
-3,179
| -13% | -$133K | 0.17% | 67 |
|
|
2024
Q3 | $1.04M | Sell |
24,908
-9,747
| -28% | -$407K | 0.22% | 59 |
|
|
2024
Q2 | $1.45M | Buy |
34,655
+5,836
| +20% | +$244K | 0.33% | 48 |
|
|
2024
Q1 | $1.21M | Buy |
28,819
+4,591
| +19% | +$193K | 0.3% | 52 |
|
|
2023
Q4 | $1.02M | Sell |
24,228
-706
| -3% | -$29.6K | 0.3% | 56 |
|
|
2023
Q3 | $1.05M | Sell |
24,934
-819
| -3% | -$34.3K | 0.35% | 49 |
|
|
2023
Q2 | $1.08M | Buy |
25,753
+18,981
| +280% | +$795K | 0.34% | 53 |
|
|
2023
Q1 | $281K | Buy |
6,772
+459
| +7% | +$19K | 0.09% | 92 |
|
|
2022
Q4 | $258K | Buy |
+6,313
| New | +$258K | 0.09% | 85 |
|