Exencial Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $834K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.1M | Sell |
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|
2023
Q4 | $4.1M | Sell |
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|
2023
Q3 | $4.54M | Sell |
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|
2023
Q2 | $4.67M | Sell |
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|
2023
Q1 | $4.78M | Buy |
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|
2022
Q4 | $4.59M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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