Atlas Private 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
Q3
Sell
-100,380
Closed -$4.18M 112
2022
Q2
$4.18M Buy
100,380
+169
+0.2% +$7.04K 2.85% 6
2022
Q1
$4.51M Buy
100,211
+3,268
+3% +$147K 2.62% 7
2021
Q4
$4.42M Sell
96,943
-6,279
-6% -$287K 2.47% 7
2021
Q3
$4.75M Buy
103,222
+4,352
+4% +$200K 2.9% 6
2021
Q2
$4.58M Buy
98,870
+97,778
+8,954% +$4.53M 2.82% 6
2021
Q1
$50K Buy
+1,092
New +$50K 0.03% 182