Leo Wealth LLC’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 | $830K | Buy |
+19,957
| New | +$830K | 0.06% | 184 |
|
|
2025
Q1 | – | Sell |
-15,131
| Closed | -$631K | – | 363 |
|
|
2024
Q4 | $631K | Sell |
15,131
-46
| -0.3% | -$1.92K | 0.06% | 202 |
|
|
2024
Q3 | $634K | Sell |
15,177
-87
| -0.6% | -$3.63K | 0.06% | 197 |
|
|
2024
Q2 | $634K | Buy |
15,264
+1,093
| +8% | +$45.4K | 0.06% | 195 |
|
|
2024
Q1 | $593K | Hold |
14,171
| – | – | 0.06% | 198 |
|
|
2023
Q4 | $594K | Buy |
+14,171
| New | +$594K | 0.06% | 187 |
|