JWS
Juncture Wealth Strategies’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-49,914
| Closed | -$2.09M | – | 118 |
|
|
2023
Q3 | $2.09M | Sell |
49,914
-29,958
| -38% | -$1.26M | 1.02% | 26 |
|
|
2023
Q2 | $3.34M | Sell |
79,872
-25,079
| -24% | -$1.05M | 1.57% | 16 |
|
|
2023
Q1 | $4.35M | Sell |
104,951
-8,317
| -7% | -$345K | 2.14% | 13 |
|
|
2022
Q4 | $4.63M | Sell |
113,268
-19,910
| -15% | -$814K | 2.21% | 10 |
|
|
2022
Q3 | $5.44M | Sell |
133,178
-7,243
| -5% | -$296K | 2.71% | 8 |
|
|
2022
Q2 | $5.85M | Buy |
+140,421
| New | +$5.85M | 2.88% | 9 |
|