GeoWealth Management’s SPDR 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
Q2 | $205K | Sell |
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2025
Q1 | $262K | Sell |
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2024
Q4 | $1.45M | Buy |
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2024
Q3 | $1.39M | Buy |
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2024
Q2 | $1.1M | Sell |
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2024
Q1 | $2.06M | Buy |
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2023
Q4 | $1.26M | Buy |
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2023
Q3 | $1M | Sell |
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2023
Q2 | $1.2M | Sell |
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2023
Q1 | $2.46M | Sell |
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2022
Q4 | $4.91M | Sell |
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2022
Q3 | $9.38M | Sell |
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2022
Q2 | $9.77M | Buy |
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2022
Q1 | $8.54M | Buy |
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2021
Q4 | $570K | Sell |
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2021
Q3 | $10.9M | Buy |
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2021
Q2 | $688K | Buy |
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2020
Q2 | – | Sell |
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2020
Q1 | $1.99M | Buy |
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2019
Q4 | $2.28M | Buy |
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