LWMI
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Legacy Wealth Management (Idaho)’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.2K Sell
101
-38
-27% -$1.58K ﹤0.01% 413
2025
Q1
$5.72K Sell
139
-198
-59% -$8.15K ﹤0.01% 402
2024
Q4
$14K Sell
337
-1,246
-79% -$51.9K 0.01% 248
2024
Q3
$66.3K Buy
+1,583
New +$66.3K 0.04% 102