HB Wealth Management’s SLR Investment Corp SLRC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $204K | Hold |
12,614
| – | – | ﹤0.01% | 1079 |
|
2025
Q1 | $213K | Sell |
12,614
-2,396
| -16% | -$40.4K | ﹤0.01% | 1095 |
|
2024
Q4 | $243K | Buy |
+15,010
| New | +$243K | ﹤0.01% | 888 |
|
2024
Q1 | – | Sell |
-10,029
| Closed | -$151K | – | 859 |
|
2023
Q4 | $151K | Sell |
10,029
-6,294
| -39% | -$94.6K | ﹤0.01% | 756 |
|
2023
Q3 | $251K | Buy |
16,323
+587
| +4% | +$9.03K | ﹤0.01% | 622 |
|
2023
Q2 | $225K | Sell |
15,736
-2,616
| -14% | -$37.3K | ﹤0.01% | 637 |
|
2023
Q1 | $276K | Buy |
18,352
+224
| +1% | +$3.37K | ﹤0.01% | 557 |
|
2022
Q4 | $252K | Buy |
18,128
+118
| +0.7% | +$1.64K | ﹤0.01% | 571 |
|
2022
Q3 | $222K | Buy |
18,010
+166
| +0.9% | +$2.05K | ﹤0.01% | 520 |
|
2022
Q2 | $261K | Sell |
17,844
-86,726
| -83% | -$1.27M | 0.01% | 474 |
|
2022
Q1 | $1.9M | Sell |
104,570
-7,634
| -7% | -$138K | 0.04% | 187 |
|
2021
Q4 | $2.07M | Buy |
+112,204
| New | +$2.07M | 0.04% | 162 |
|