LifePlan Financial Group’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
2020
Q3
$75K Hold
1,668
0.03% 215
2020
Q2
$72K Hold
1,668
0.03% 210
2020
Q1
$67K Sell
1,668
-431
-21% -$17.3K 0.04% 201
2019
Q4
$98K Hold
2,099
0.04% 188
2019
Q3
$97K Hold
2,099
0.05% 188
2019
Q2
$97K Sell
2,099
-709
-25% -$32.8K 0.05% 183
2019
Q1
$129K Buy
2,808
+645
+30% +$29.6K 0.07% 164
2018
Q4
$97K Buy
2,163
+942
+77% +$42.2K 0.06% 178
2018
Q3
$58K Sell
1,221
-39
-3% -$1.85K 0.03% 234
2018
Q2
$59K Buy
+1,260
New +$59K 0.03% 224