GWWM
Great Waters 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 | $1.5M | Sell |
35,978
-2,316
| -6% | -$96.3K | 0.19% | 33 |
|
|
2025
Q1 | $1.58M | Sell |
38,294
-526
| -1% | -$21.6K | 0.22% | 29 |
|
|
2024
Q4 | $1.62M | Sell |
38,820
-1,242
| -3% | -$51.8K | 0.21% | 34 |
|
|
2024
Q3 | $1.67M | Sell |
40,062
-1,643
| -4% | -$68.6K | 0.23% | 30 |
|
|
2024
Q2 | $1.74M | Sell |
41,705
-2,116
| -5% | -$88.5K | 0.27% | 27 |
|
|
2024
Q1 | $1.85M | Sell |
43,821
-341
| -0.8% | -$14.4K | 0.3% | 27 |
|
|
2023
Q4 | $1.85M | Sell |
44,162
-6,968
| -14% | -$292K | 0.33% | 28 |
|
|
2023
Q3 | $2.12M | Sell |
51,130
-656
| -1% | -$27.2K | 0.42% | 24 |
|
|
2023
Q2 | $2.17M | Sell |
51,786
-3,207
| -6% | -$134K | 0.43% | 25 |
|
|
2023
Q1 | $2.28M | Sell |
54,993
-3,371
| -6% | -$140K | 0.48% | 23 |
|
|
2022
Q4 | $2.46M | Buy |
+58,364
| New | +$2.46M | 0.53% | 23 |
|