Cornerstone Planning Group’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
2025 Q2	$56.5K	Buy	1,366 +26	+2%	+$1.08K	0.01%	218
2025 Q1	$54.5K	Sell	1,340 -41	-3%	-$1.67K	0.01%	224
2024 Q4	$58K	Sell	1,381 -132	-9%	-$5.54K	0.01%	167
2024 Q3	$63.4K	Sell	1,513 -16,848	-92%	-$707K	0.02%	162
2024 Q2	$751K	Buy	+18,361	New	+$751K	0.22%	35