Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $74K | Sell |
1,788
-116
| -6% | -$4.8K | 0.06% | 183 |
|
|
2024
Q3 | $79K | Sell |
1,904
-103
| -5% | -$4.27K | 0.02% | 404 |
|
|
2024
Q2 | $83K | Buy |
2,007
+350
| +21% | +$14.5K | 0.02% | 387 |
|
|
2024
Q1 | $69.8K | Sell |
1,657
-462
| -22% | -$19.5K | 0.02% | 420 |
|
|
2023
Q4 | $88K | Buy |
2,119
+75
| +4% | +$3.12K | 0.03% | 357 |
|
|
2023
Q3 | $85.7K | Buy |
+2,044
| New | +$85.7K | 0.03% | 351 |
|
|
2023
Q1 | $106K | Buy |
+2,547
| New | +$106K | 0.04% | 294 |
|
|
2022
Q4 | – | Sell |
-1,951
| Closed | -$79K | – | 1037 |
|
|
2022
Q3 | $79K | Buy |
+1,951
| New | +$79K | 0.03% | 305 |
|