Cyndeo Wealth Partners’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 Q2	–	Sell	-6,347	Closed	-$263K	–	348
2023 Q1	$263K	Sell	6,347 -149,456	-96%	-$6.2M	0.03%	281
2022 Q4	$6.37M	Buy	+155,803	New	+$6.37M	0.75%	36