Fortis Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.57M | Sell |
182,077
-6,801
| -4% | -$283K | 1.18% | 20 |
|
2025
Q1 | $7.77M | Buy |
188,878
+44,095
| +30% | +$1.81M | 1.51% | 13 |
|
2024
Q4 | $6.04M | Buy |
144,783
+68,829
| +91% | +$2.87M | 1.12% | 21 |
|
2024
Q3 | $3.17M | Buy |
75,954
+25,060
| +49% | +$1.05M | 0.64% | 42 |
|
2024
Q2 | $2.13M | Buy |
50,894
+36,715
| +259% | +$1.53M | 0.45% | 52 |
|
2024
Q1 | $597K | Buy |
+14,179
| New | +$597K | 0.16% | 77 |
|