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Capstone Wealth Management Group (Oregon)’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio SRLN Stock Details SRLN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Sell
34,215
-5,325
-13% -$221K 1.04% 29
2025
Q1 		$1.63M Sell
39,540
-1,600
-4% -$65.8K 1.3% 26
2024
Q4 		$1.72M Buy
+41,140
New +$1.72M 1.3% 23