Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,817
| Closed | -$201K | – | 647 |
|
|
2024
Q4 | $201K | Sell |
4,817
-725
| -13% | -$30.3K | 0.01% | 604 |
|
|
2024
Q3 | $231K | Sell |
5,542
-369
| -6% | -$15.4K | 0.01% | 584 |
|
|
2024
Q2 | $247K | Buy |
+5,911
| New | +$247K | 0.03% | 254 |
|
|
2024
Q1 | – | Sell |
-8,750
| Closed | -$367K | – | 496 |
|
|
2023
Q4 | $367K | Sell |
8,750
-597
| -6% | -$25K | 0.02% | 446 |
|
|
2023
Q3 | $392K | Sell |
9,347
-3,035
| -25% | -$127K | 0.02% | 412 |
|
|
2023
Q2 | $518K | Sell |
12,382
-9,809
| -44% | -$411K | 0.04% | 320 |
|
|
2023
Q1 | $920K | Sell |
22,191
-823
| -4% | -$34.1K | 0.08% | 219 |
|
|
2022
Q4 | $941K | Sell |
23,014
-11,490
| -33% | -$470K | 0.09% | 202 |
|
|
2022
Q3 | $1.41M | Sell |
34,504
-77,272
| -69% | -$3.16M | 0.15% | 140 |
|
|
2022
Q2 | $4.65M | Buy |
111,776
+100,429
| +885% | +$4.18M | 0.38% | 62 |
|
|
2022
Q1 | $510K | Buy |
+11,347
| New | +$510K | 0.06% | 241 |
|