Clearview Wealth Advisors’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
Q3 | – | Sell |
-2,518
| Closed | -$105K | – | 560 |
|
|
2023
Q2 | $105K | Sell |
2,518
-607
| -19% | -$25.4K | 0.11% | 136 |
|
|
2023
Q1 | $130K | Sell |
3,125
-580
| -16% | -$24K | 0.13% | 130 |
|
|
2022
Q4 | $152K | Sell |
3,705
-1,658
| -31% | -$67.8K | 0.12% | 98 |
|
|
2022
Q3 | $219K | Sell |
5,363
-524
| -9% | -$21.4K | 0.17% | 79 |
|
|
2022
Q2 | $245K | Sell |
5,887
-2,887
| -33% | -$120K | 0.18% | 79 |
|
|
2022
Q1 | $394K | Sell |
8,774
-17,737
| -67% | -$796K | 0.26% | 67 |
|
|
2021
Q4 | $1.21M | Buy |
26,511
+3,261
| +14% | +$149K | 0.74% | 32 |
|
|
2021
Q3 | $1.07M | Buy |
23,250
+3,211
| +16% | +$148K | 0.68% | 35 |
|
|
2021
Q2 | $928K | Buy |
+20,039
| New | +$928K | 0.57% | 39 |
|