IWA
Inspirion Wealth Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,107
| Closed | -$214K | – | 150 |
|
|
2023
Q4 | $214K | Sell |
5,107
-399
| -7% | -$16.7K | 0.04% | 131 |
|
|
2023
Q3 | $231K | Sell |
5,506
-16,902
| -75% | -$709K | 0.05% | 127 |
|
|
2023
Q2 | $938K | Sell |
22,408
-13,382
| -37% | -$560K | 0.18% | 57 |
|
|
2023
Q1 | $1.48M | Sell |
35,790
-131,049
| -79% | -$5.43M | 0.3% | 37 |
|
|
2022
Q4 | $6.82M | Sell |
166,839
-204,045
| -55% | -$8.35M | 1.45% | 16 |
|
|
2022
Q3 | $15.2M | Sell |
370,884
-903
| -0.2% | -$36.9K | 3.42% | 13 |
|
|
2022
Q2 | $15.5M | Sell |
371,787
-6,466
| -2% | -$269K | 3.4% | 11 |
|
|
2022
Q1 | $17M | Buy |
+378,253
| New | +$17M | 3.48% | 10 |
|