KMS Financial Services’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$510K Sell
10,363
-588
-5% -$28.9K 0.07% 258
2014
Q2
$548K Buy
10,951
+28
+0.3% +$1.4K 0.08% 246
2014
Q1
$546K Buy
10,923
+1,161
+12% +$58K 0.09% 242
2013
Q4
$488K Buy
9,762
+186
+2% +$9.3K 0.08% 267
2013
Q3
$478K Buy
+9,576
New +$478K 0.12% 208