DWM
Diversify Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
8,756
-631
| -7% | -$26.1K | 0.02% | 425 |
|
|
2025
Q1 | $384K | Sell |
9,387
-4,094
| -30% | -$167K | 0.03% | 396 |
|
|
2024
Q4 | $565K | Buy |
13,481
+6,506
| +93% | +$272K | 0.04% | 330 |
|
|
2024
Q3 | $292K | Sell |
6,975
-34,689
| -83% | -$1.45M | 0.03% | 404 |
|
|
2024
Q2 | $1.71M | Buy |
+41,664
| New | +$1.71M | 0.21% | 109 |
|