GJWM
Gilliland Jeter 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 | $244K | Buy |
5,867
+57
| +1% | +$2.37K | 0.08% | 158 |
|
|
2025
Q1 | $239K | Buy |
5,810
+34
| +0.6% | +$1.4K | 0.08% | 157 |
|
|
2024
Q4 | $241K | Buy |
5,776
+62
| +1% | +$2.59K | 0.08% | 154 |
|
|
2024
Q3 | $239K | Sell |
5,714
-188
| -3% | -$7.85K | 0.08% | 157 |
|
|
2024
Q2 | $247K | Buy |
5,902
+48
| +0.8% | +$2.01K | 0.08% | 151 |
|
|
2024
Q1 | $247K | Sell |
5,854
-4,894
| -46% | -$206K | 0.09% | 154 |
|
|
2023
Q4 | $451K | Buy |
+10,748
| New | +$451K | 0.19% | 108 |
|