LWP
Legacy Wealth Partners’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $315K | Buy |
6,795
+200
| +3% | +$9.27K | 0.18% | 78 |
|
|
2021
Q1 | $302K | Sell |
6,595
-477
| -7% | -$21.8K | 0.18% | 71 |
|
|
2020
Q4 | $323K | Sell |
7,072
-30
| -0.4% | -$1.37K | 0.2% | 77 |
|
|
2020
Q3 | $318K | Sell |
7,102
-504
| -7% | -$22.6K | 0.22% | 74 |
|
|
2020
Q2 | $330K | Sell |
7,606
-7,162
| -48% | -$311K | 0.25% | 74 |
|
|
2020
Q1 | $591K | Buy |
14,768
+1,152
| +8% | +$46.1K | 0.55% | 32 |
|
|
2019
Q4 | $631K | Buy |
+13,616
| New | +$631K | 0.46% | 49 |
|