AWC
Adamsbrown Wealth Consultants’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,268
| Closed | -$218K | – | 80 |
|
|
2023
Q1 | $218K | Sell |
5,268
-26,379
| -83% | -$1.09M | 0.13% | 69 |
|
|
2022
Q4 | $1.29M | Buy |
31,647
+2,622
| +9% | +$107K | 0.79% | 22 |
|
|
2022
Q3 | $1.19M | Buy |
29,025
+17,957
| +162% | +$734K | 0.9% | 23 |
|
|
2022
Q2 | $461K | Buy |
+11,068
| New | +$461K | 0.36% | 44 |
|