Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $937K | Sell |
20,243
-2,208
| -10% | -$102K | 0.25% | 30 |
|
|
2021
Q1 | $1.03M | Buy |
22,451
+4,030
| +22% | +$184K | 0.3% | 25 |
|
|
2020
Q4 | $840K | Buy |
+18,421
| New | +$840K | 0.26% | 27 |
|
|
2018
Q3 | – | Sell |
-9,470
| Closed | -$445K | – | 107 |
|
|
2018
Q2 | $445K | Sell |
9,470
-58,208
| -86% | -$2.74M | 0.33% | 51 |
|
|
2018
Q1 | $3.21M | Buy |
+67,678
| New | +$3.21M | 2.06% | 8 |
|