AWA
Aletheian Wealth Advisors’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 | $400K | Hold |
9,623
| – | – | 0.2% | 65 |
|
|
2025
Q1 | $396K | Buy |
9,623
+1,993
| +26% | +$82K | 0.22% | 65 |
|
|
2024
Q4 | $318K | Hold |
7,630
| – | – | 0.19% | 65 |
|
|
2024
Q3 | $319K | Sell |
7,630
-184
| -2% | -$7.68K | 0.19% | 65 |
|
|
2024
Q2 | $327K | Buy |
7,814
+725
| +10% | +$30.3K | 0.17% | 71 |
|
|
2024
Q1 | $299K | Buy |
7,089
+158
| +2% | +$6.65K | 0.16% | 70 |
|
|
2023
Q4 | $291K | Buy |
+6,931
| New | +$291K | 0.19% | 69 |
|
|
2023
Q1 | – | Sell |
-5,490
| Closed | -$225K | – | 83 |
|
|
2022
Q4 | $225K | Buy |
+5,490
| New | +$225K | 0.19% | 76 |
|