AWE
Avidian Wealth Enterprises’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-85,210
| Closed | -$3.83M | – | 491 |
|
|
2022
Q1 | $3.83M | Buy |
85,210
+10,004
| +13% | +$450K | 0.23% | 77 |
|
|
2021
Q4 | $3.43M | Buy |
+75,206
| New | +$3.43M | 0.21% | 84 |
|
|
2020
Q1 | – | Sell |
-454,624
| Closed | -$21.2M | – | 249 |
|
|
2019
Q4 | $21.2M | Buy |
454,624
+19,819
| +5% | +$923K | 3.01% | 8 |
|
|
2019
Q3 | $20.1M | Buy |
+434,805
| New | +$20.1M | 3.32% | 8 |
|