Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-780
| Closed | -$36K | – | 977 |
|
|
2021
Q3 | $36K | Hold |
780
| – | – | 0.01% | 492 |
|
|
2021
Q2 | $36K | Hold |
780
| – | – | 0.01% | 390 |
|
|
2021
Q1 | $35K | Hold |
780
| – | – | 0.02% | 352 |
|
|
2020
Q4 | $35K | Hold |
780
| – | – | 0.02% | 350 |
|
|
2020
Q3 | $35K | Hold |
780
| – | – | 0.02% | 297 |
|
|
2020
Q2 | $34K | Sell |
780
-173
| -18% | -$7.54K | 0.02% | 285 |
|
|
2020
Q1 | $38K | Buy |
953
+173
| +22% | +$6.9K | 0.03% | 242 |
|
|
2019
Q4 | $36K | Hold |
780
| – | – | 0.03% | 315 |
|
|
2019
Q3 | $36K | Buy |
+780
| New | +$36K | 0.03% | 296 |
|