MWM
McNaughton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-36,156
| Closed | -$1.51M | – | 55 |
|
|
2023
Q2 | $1.51M | Sell |
36,156
-25,457
| -41% | -$1.07M | 0.97% | 25 |
|
|
2023
Q1 | $2.55M | Buy |
61,613
+5,279
| +9% | +$219K | 1.7% | 20 |
|
|
2022
Q4 | $2.3M | Buy |
56,334
+6,014
| +12% | +$246K | 1.58% | 21 |
|
|
2022
Q3 | $2.06M | Buy |
50,320
+27,275
| +118% | +$1.11M | 1.51% | 20 |
|
|
2022
Q2 | $960K | Buy |
+23,045
| New | +$960K | 0.68% | 30 |
|