EWM
EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-590
| Closed | -$24.5K | – | 427 |
|
|
2023
Q1 | $24.5K | Buy |
590
+7
| +1% | +$290 | 0.01% | 328 |
|
|
2022
Q4 | $23.9K | Buy |
583
+13
| +2% | +$532 | 0.01% | 299 |
|
|
2022
Q3 | $23K | Buy |
+570
| New | +$23K | 0.01% | 305 |
|
|
2022
Q2 | – | Sell |
-556
| Closed | -$25K | – | 380 |
|
|
2022
Q1 | $25K | Buy |
556
+4
| +0.7% | +$180 | 0.01% | 323 |
|
|
2021
Q4 | $25K | Buy |
+552
| New | +$25K | 0.01% | 330 |
|