FFWM
Future Financial Wealth Management’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 | $87.5K | Hold |
2,105
| – | – | 0.06% | 174 |
|
|
2025
Q1 | $86.6K | Hold |
2,105
| – | – | 0.06% | 168 |
|
|
2024
Q4 | $87.8K | Hold |
2,105
| – | – | 0.06% | 168 |
|
|
2024
Q3 | $87.9K | Buy |
+2,105
| New | +$87.9K | 0.06% | 182 |
|
|
2024
Q2 | – | Sell |
-2,105
| Closed | -$88.6K | – | 423 |
|
|
2024
Q1 | $88.6K | Buy |
+2,105
| New | +$88.6K | 0.07% | 183 |
|
|
2023
Q4 | – | Sell |
-7,180
| Closed | -$301K | – | 116 |
|
|
2023
Q3 | $301K | Hold |
7,180
| – | – | 0.33% | 74 |
|
|
2023
Q2 | $301K | Hold |
7,180
| – | – | 0.32% | 80 |
|
|
2023
Q1 | $296K | Sell |
7,180
-1,000
| -12% | -$41.2K | 0.33% | 80 |
|
|
2022
Q4 | $335K | Hold |
8,180
| – | – | 0.38% | 79 |
|
|
2022
Q3 | $341K | Sell |
8,180
-1,000
| -11% | -$41.7K | 0.39% | 75 |
|
|
2022
Q2 | $413K | Hold |
9,180
| – | – | 0.4% | 70 |
|
|
2022
Q1 | $413K | Buy |
9,180
+6,129
| +201% | +$276K | 0.34% | 70 |
|
|
2021
Q4 | $139K | Buy |
+3,051
| New | +$139K | 0.11% | 157 |
|