Kingswood Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
5,648
-306
| -5% | -$12.7K | 0.02% | 650 |
|
|
2025
Q1 | $245K | Sell |
5,954
-8,722
| -59% | -$358K | 0.02% | 618 |
|
|
2024
Q4 | $612K | Sell |
14,676
-2,433
| -14% | -$102K | 0.05% | 385 |
|
|
2024
Q3 | $714K | Buy |
+17,109
| New | +$714K | 0.05% | 367 |
|
|
2024
Q1 | – | Sell |
-5,488
| Closed | -$230K | – | 691 |
|
|
2023
Q4 | $230K | Buy |
+5,488
| New | +$230K | 0.03% | 544 |
|