FSB Premier Wealth 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 | $588K | Sell |
14,150
-5
| -0% | -$208 | 0.21% | 119 |
|
2025
Q1 | $582K | Buy |
14,155
+4,594
| +48% | +$189K | 0.23% | 119 |
|
2024
Q4 | $399K | Sell |
9,561
-114
| -1% | -$4.76K | 0.16% | 138 |
|
2024
Q3 | $404K | Sell |
9,675
-27
| -0.3% | -$1.13K | 0.17% | 138 |
|
2024
Q2 | $406K | Buy |
9,702
+24
| +0.2% | +$1K | 0.18% | 117 |
|
2024
Q1 | $408K | Sell |
9,678
-977
| -9% | -$41.1K | 0.19% | 106 |
|
2023
Q4 | $447K | Buy |
10,655
+588
| +6% | +$24.7K | 0.22% | 93 |
|
2023
Q3 | $422K | Sell |
10,067
-268
| -3% | -$11.2K | 0.23% | 90 |
|
2023
Q2 | $433K | Sell |
10,335
-256
| -2% | -$10.7K | 0.23% | 86 |
|
2023
Q1 | $439K | Sell |
10,591
-7,893
| -43% | -$327K | 0.24% | 84 |
|
2022
Q4 | $756K | Sell |
18,484
-788
| -4% | -$32.2K | 0.41% | 51 |
|
2022
Q3 | $787K | Sell |
19,272
-276
| -1% | -$11.3K | 0.46% | 47 |
|
2022
Q2 | $813K | Sell |
19,548
-555
| -3% | -$23.1K | 0.45% | 51 |
|
2022
Q1 | $897K | Buy |
20,103
+5,089
| +34% | +$227K | 0.45% | 51 |
|
2021
Q4 | $685K | Buy |
15,014
+368
| +3% | +$16.8K | 0.29% | 60 |
|
2021
Q3 | $674K | Buy |
14,646
+2,652
| +22% | +$122K | 0.34% | 55 |
|
2021
Q2 | $555K | Buy |
11,994
+390
| +3% | +$18K | 0.28% | 61 |
|
2021
Q1 | $530K | Buy |
+11,604
| New | +$530K | 0.29% | 64 |
|