Kovitz Investment Group Partners’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 | $445K | Sell |
10,693
-3
| -0% | -$125 | ﹤0.01% | 1012 |
|
|
2025
Q1 | $440K | Buy |
10,696
+7
| +0.1% | +$288 | ﹤0.01% | 933 |
|
|
2024
Q4 | $446K | Buy |
10,689
+1,994
| +23% | +$83.2K | ﹤0.01% | 926 |
|
|
2024
Q3 | $363K | Sell |
8,695
-719
| -8% | -$30K | ﹤0.01% | 823 |
|
|
2024
Q2 | $394K | Sell |
9,414
-5,033
| -35% | -$210K | ﹤0.01% | 687 |
|
|
2024
Q1 | $608K | Buy |
+14,447
| New | +$608K | 0.01% | 478 |
|