Caldwell Trust’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Caldwell Trust’s Portfolio SRLN Stock Details SRLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-500
2024 Q2	$20.9K	Hold	500
2024 Q1	$21.1K	Hold	500
2023 Q4	$21K	Buy	+500
2023 Q2	–	Sell	-491
2023 Q1	$20.4K	Hold	491
2022 Q4	$20.1K	Buy	+491