Melone Private Wealth’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
$234K Buy
5,639
+100
+2% +$4.16K 0.12% 47
2025
Q1
$228K Sell
5,539
-1,325
-19% -$54.5K 0.12% 46
2024
Q4
$286K Sell
6,864
-454
-6% -$18.9K 0.15% 45
2024
Q3
$306K Sell
7,318
-363
-5% -$15.2K 0.16% 44
2024
Q2
$321K Buy
7,681
+133
+2% +$5.56K 0.19% 44
2024
Q1
$318K Buy
7,548
+87
+1% +$3.66K 0.19% 44
2023
Q4
$313K Sell
7,461
-106
-1% -$4.45K 0.2% 45
2023
Q3
$317K Sell
7,567
-1,277
-14% -$53.5K 0.23% 48
2023
Q2
$370K Buy
8,844
+2,074
+31% +$86.8K 0.26% 48
2023
Q1
$279K Buy
6,770
+923
+16% +$38K 0.21% 49
2022
Q4
$239K Buy
+5,847
New +$239K 0.2% 52
2022
Q1
Sell
-16,160
Closed -$737K 62
2021
Q4
$737K Buy
+16,160
New +$737K 0.55% 44