Caliber Wealth Management (Utah)’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.68M | Sell |
39,998
-10,649
| -21% | -$448K | 0.9% | 46 |
|
|
2023
Q4 | $2.12M | Buy |
50,647
+1,849
| +4% | +$77.5K | 1.25% | 36 |
|
|
2023
Q3 | $2.05M | Sell |
48,798
-848
| -2% | -$35.6K | 1.38% | 33 |
|
|
2023
Q2 | $2.08M | Sell |
49,646
-106
| -0.2% | -$4.44K | 1.39% | 31 |
|
|
2023
Q1 | $2.06M | Sell |
49,752
-19,538
| -28% | -$810K | 1.54% | 24 |
|
|
2022
Q4 | $2.83M | Sell |
69,290
-21,840
| -24% | -$893K | 2.17% | 8 |
|
|
2022
Q3 | $3.72M | Buy |
91,130
+1,229
| +1% | +$50.2K | 2.94% | 4 |
|
|
2022
Q2 | $3.74M | Buy |
89,901
+7,107
| +9% | +$296K | 2.91% | 5 |
|
|
2022
Q1 | $3.72M | Sell |
82,794
-1,522
| -2% | -$68.4K | 2.38% | 7 |
|
|
2021
Q4 | $3.87M | Buy |
84,316
+57,178
| +211% | +$2.62M | 2.67% | 4 |
|
|
2021
Q3 | $1.24M | Buy |
27,138
+639
| +2% | +$29.3K | 0.88% | 50 |
|
|
2021
Q2 | $1.23M | Buy |
+26,499
| New | +$1.23M | 0.87% | 47 |
|