Carson Wealth (CWM LLC)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.76M | Buy |
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|
2025
Q2 | $4.54M | Buy |
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|
2025
Q1 | $4.27M | Buy |
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|
2024
Q4 | $3.98M | Buy |
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|
2024
Q3 | $3.46M | Buy |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $1.87M | Buy |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $4.29M | Buy |
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|
2023
Q2 | $3.78M | Sell |
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|
2023
Q1 | $4.33M | Buy |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q3 | $17K | Buy |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $168K | Sell |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Sell |
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|
2018
Q4 | $405K | Buy |
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|
2018
Q3 | $225K | Sell |
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|
2018
Q2 | $235K | Buy |
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|
2018
Q1 | $161K | Sell |
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|
2017
Q4 | $208K | Buy |
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|
2017
Q3 | $177K | Buy |
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|
2017
Q2 | $151K | Buy |
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|
2017
Q1 | $77K | Buy |
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|
2016
Q4 | $19K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $35K | Buy |
|