Altus Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-89,902
| Closed | -$3.67M | – | 34 |
|
|
2022
Q3 | $3.67M | Sell |
89,902
-1,261
| -1% | -$51.5K | 3.15% | 7 |
|
|
2022
Q2 | $3.8M | Buy |
91,163
+5,616
| +7% | +$234K | 2.95% | 9 |
|
|
2022
Q1 | $3.85M | Buy |
85,547
+76,133
| +809% | +$3.42M | 2.65% | 8 |
|
|
2021
Q4 | $430K | Buy |
9,414
+4,719
| +101% | +$216K | 0.26% | 24 |
|
|
2021
Q3 | $216K | Buy |
+4,695
| New | +$216K | 0.14% | 36 |
|