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