Avior Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,174
Closed -$90.7K 2114
2024
Q4
$90.7K Buy
2,174
+1,140
+110% +$47.6K ﹤0.01% 929
2024
Q3
$43.2K Buy
1,034
+705
+214% +$29.4K ﹤0.01% 1174
2024
Q2
$13.8K Sell
329
-348
-51% -$14.5K ﹤0.01% 1430
2024
Q1
$28.5K Buy
677
+348
+106% +$14.7K ﹤0.01% 1461
2023
Q4
$13.8K Hold
329
﹤0.01% 938
2023
Q3
$13.8K Hold
329
﹤0.01% 992
2023
Q2
$13.8K Hold
329
﹤0.01% 976
2023
Q1
$13.6K Hold
329
﹤0.01% 1005
2022
Q4
$13.5K Hold
329
﹤0.01% 811
2022
Q3
$13K Hold
329
﹤0.01% 817
2022
Q2
$13K Hold
329
﹤0.01% 737
2022
Q1
$14K Hold
329
﹤0.01% 783
2021
Q4
$15K Hold
329
﹤0.01% 755
2021
Q3
$15K Hold
329
﹤0.01% 717
2021
Q2
$15K Hold
329
﹤0.01% 689
2021
Q1
$15K Buy
+329
New +$15K ﹤0.01% 696
2020
Q4
Sell
-37
Closed -$1K 1089
2020
Q3
$1K Sell
37
-180
-83% -$4.87K ﹤0.01% 893
2020
Q2
$9K Buy
+217
New +$9K ﹤0.01% 680