BCWM
Bartlett & Co Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-543
| Closed | -$22.5K | – | 1182 |
|
|
2023
Q1 | $22.5K | Hold |
543
| – | – | ﹤0.01% | 692 |
|
|
2022
Q4 | $22.2K | Buy |
+543
| New | +$22.2K | ﹤0.01% | 706 |
|
|
2022
Q3 | – | Sell |
-312
| Closed | -$13K | – | 1270 |
|
|
2022
Q2 | $13K | Buy |
+312
| New | +$13K | ﹤0.01% | 818 |
|
|
2018
Q2 | – | Sell |
-535
| Closed | -$25.4K | – | 773 |
|
|
2018
Q1 | $25.4K | Buy |
+535
| New | +$25.4K | ﹤0.01% | 506 |
|