BWA
BlueSky Wealth Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,632
| Closed | -$264K | – | 62 |
|
|
2019
Q4 | $264K | Sell |
5,632
-496
| -8% | -$23.3K | 0.09% | 57 |
|
|
2019
Q3 | $280K | Buy |
+6,128
| New | +$280K | 0.1% | 56 |
|
|
2019
Q2 | – | Sell |
-14,696
| Closed | -$681K | – | 62 |
|
|
2019
Q1 | $681K | Sell |
14,696
-652
| -4% | -$30.2K | 0.25% | 38 |
|
|
2018
Q4 | $703K | Buy |
+15,348
| New | +$703K | 0.27% | 39 |
|