HB Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,577
| Closed | -$231K | – | 756 |
|
|
2023
Q1 | $231K | Sell |
5,577
-3,360
| -38% | -$139K | ﹤0.01% | 627 |
|
|
2022
Q4 | $366K | Buy |
8,937
+396
| +5% | +$16.2K | 0.01% | 479 |
|
|
2022
Q3 | $349K | Sell |
8,541
-2,117
| -20% | -$86.5K | 0.01% | 407 |
|
|
2022
Q2 | $444K | Sell |
10,658
-293
| -3% | -$12.2K | 0.01% | 368 |
|
|
2022
Q1 | $492K | Buy |
10,951
+40
| +0.4% | +$1.8K | 0.01% | 351 |
|
|
2021
Q4 | $498K | Buy |
+10,911
| New | +$498K | 0.01% | 315 |
|