JNBA Financial Advisors’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
Q2 | – | Sell |
-15
| Closed | -$632 | – | 675 |
|
|
2024
Q1 | $632 | Sell |
15
-8
| -35% | -$337 | ﹤0.01% | 648 |
|
|
2023
Q4 | $965 | Hold |
23
| – | – | ﹤0.01% | 652 |
|
|
2023
Q3 | $965 | Hold |
23
| – | – | ﹤0.01% | 675 |
|
|
2023
Q2 | $964 | Hold |
23
| – | – | ﹤0.01% | 663 |
|
|
2023
Q1 | $954 | Hold |
23
| – | – | ﹤0.01% | 666 |
|
|
2022
Q4 | $941 | Hold |
23
| – | – | ﹤0.01% | 616 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 662 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 696 |
|
|
2022
Q1 | $1K | Sell |
23
-12
| -34% | -$522 | ﹤0.01% | 687 |
|
|
2021
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 756 |
|
|
2021
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 682 |
|
|
2021
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 636 |
|
|
2021
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 609 |
|
|
2020
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 567 |
|
|
2020
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 530 |
|
|
2020
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 521 |
|
|
2020
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 551 |
|
|
2019
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 569 |
|
|
2019
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 554 |
|
|
2019
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 612 |
|
|
2019
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 512 |
|
|
2018
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 488 |
|
|
2018
Q3 | – | Sell |
-35
| Closed | -$2K | – | 689 |
|
|
2018
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 494 |
|
|
2018
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 464 |
|