EFS
Essex Financial Services’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 | – | Sell |
-5,421
| Closed | -$223K | – | 706 |
|
|
2025
Q1 | $223K | Sell |
5,421
-1,890
| -26% | -$77.7K | 0.02% | 577 |
|
|
2024
Q4 | $305K | Hold |
7,311
| – | – | 0.02% | 486 |
|
|
2024
Q3 | $307K | Hold |
7,311
| – | – | 0.02% | 495 |
|
|
2024
Q2 | $302K | Buy |
7,311
+949
| +15% | +$39.2K | 0.02% | 471 |
|
|
2024
Q1 | $268K | Buy |
6,362
+1,423
| +29% | +$59.9K | 0.02% | 445 |
|
|
2023
Q4 | $207K | Buy |
+4,939
| New | +$207K | 0.02% | 474 |
|