Castle Rock Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20,855
| Closed | -$879K | – | 230 |
|
|
2022
Q4 | $879K | Sell |
20,855
-60
| -0.3% | -$2.53K | 0.39% | 63 |
|
|
2022
Q3 | $858K | Buy |
20,915
+907
| +5% | +$37.2K | 0.43% | 55 |
|
|
2022
Q2 | $831K | Sell |
20,008
-1,356
| -6% | -$56.3K | 0.42% | 56 |
|
|
2022
Q1 | $957K | Sell |
21,364
-154
| -0.7% | -$6.9K | 0.44% | 56 |
|
|
2021
Q4 | $984K | Buy |
+21,518
| New | +$984K | 0.4% | 70 |
|