LWM
LJI Wealth Management’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 | – | Sell |
-8,955
| Closed | -$368K | – | 192 |
|
|
2025
Q1 | $368K | Sell |
8,955
-110
| -1% | -$4.52K | 0.07% | 114 |
|
|
2024
Q4 | $378K | Hold |
9,065
| – | – | 0.07% | 112 |
|
|
2024
Q3 | $379K | Buy |
9,065
+600
| +7% | +$25.1K | 0.08% | 132 |
|
|
2024
Q2 | $354K | Buy |
+8,465
| New | +$354K | 0.08% | 130 |
|
|
2024
Q1 | – | Sell |
-10,900
| Closed | -$457K | – | 170 |
|
|
2023
Q4 | $457K | Buy |
10,900
+75
| +0.7% | +$3.15K | 0.12% | 93 |
|
|
2023
Q3 | $454K | Sell |
10,825
-480
| -4% | -$20.1K | 0.13% | 85 |
|
|
2023
Q2 | $473K | Sell |
11,305
-2,850
| -20% | -$119K | 0.14% | 82 |
|
|
2023
Q1 | $587K | Sell |
14,155
-1,230
| -8% | -$51K | 0.19% | 57 |
|
|
2022
Q4 | $629K | Buy |
+15,385
| New | +$629K | 0.22% | 50 |
|