High Net Worth Advisory Group’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 | $410K | Buy |
9,850
+500
| +5% | +$20.8K | 0.11% | 148 |
|
|
2025
Q1 | $385K | Hold |
9,350
| – | – | 0.11% | 145 |
|
|
2024
Q4 | $390K | Buy |
+9,350
| New | +$390K | 0.11% | 143 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$40.9K | – | 524 |
|
|
2022
Q4 | $40.9K | Hold |
1,000
| – | – | 0.02% | 356 |
|
|
2022
Q3 | $41K | Hold |
1,000
| – | – | 0.02% | 360 |
|
|
2022
Q2 | $42K | Hold |
1,000
| – | – | 0.02% | 349 |
|
|
2022
Q1 | $45K | Buy |
+1,000
| New | +$45K | 0.02% | 355 |
|