L.M. Kohn & Company’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
$406K Buy
9,765
+1,516
+18% +$63K 0.11% 160
2025
Q1
$339K Buy
8,249
+8
+0.1% +$329 0.09% 183
2024
Q4
$344K Buy
8,241
+17
+0.2% +$709 0.09% 169
2024
Q3
$343K Sell
8,224
-186
-2% -$7.77K 0.09% 189
2024
Q2
$352K Sell
8,410
-423
-5% -$17.7K 0.1% 176
2024
Q1
$372K Buy
8,833
+6
+0.1% +$253 0.1% 176
2023
Q4
$370K Buy
8,827
+18
+0.2% +$755 0.12% 154
2023
Q3
$369K Buy
8,809
+182
+2% +$7.63K 0.13% 142
2023
Q2
$361K Buy
8,627
+11
+0.1% +$461 0.14% 144
2023
Q1
$357K Sell
8,616
-1,093
-11% -$45.3K 0.15% 143
2022
Q4
$397K Sell
9,709
-286
-3% -$11.7K 0.19% 132
2022
Q3
$409K Buy
9,995
+412
+4% +$16.9K 0.2% 124
2022
Q2
$400K Sell
9,583
-1,026
-10% -$42.8K 0.19% 135
2022
Q1
$477K Buy
+10,609
New +$477K 0.18% 140