Heritage Wealth Management (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
43,815
+2,077
| +5% | +$86.4K | 1.22% | 23 |
|
|
2025
Q1 | $1.72M | Sell |
41,738
-1,070
| -2% | -$44K | 1.29% | 22 |
|
|
2024
Q4 | $1.79M | Buy |
42,808
+14,791
| +53% | +$617K | 1.29% | 20 |
|
|
2024
Q3 | $1.17M | Buy |
28,017
+246
| +0.9% | +$10.3K | 0.83% | 25 |
|
|
2024
Q2 | $1.16M | Buy |
27,771
+2,424
| +10% | +$101K | 0.85% | 21 |
|
|
2024
Q1 | $1.07M | Buy |
25,347
+1,547
| +7% | +$65.1K | 0.81% | 24 |
|
|
2023
Q4 | $998K | Buy |
+23,800
| New | +$998K | 0.8% | 24 |
|