MWM
Modern 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 | $371K | Buy |
8,910
+1,357
| +18% | +$56.4K | 0.01% | 545 |
|
|
2025
Q1 | $311K | Sell |
7,553
-550
| -7% | -$22.6K | 0.01% | 517 |
|
|
2024
Q4 | $338K | Sell |
8,103
-126
| -2% | -$5.26K | 0.01% | 429 |
|
|
2024
Q3 | $344K | Sell |
8,229
-7
| -0.1% | -$292 | 0.02% | 316 |
|
|
2024
Q2 | $344K | Sell |
8,236
-772
| -9% | -$32.3K | 0.03% | 280 |
|
|
2024
Q1 | $379K | Buy |
9,008
+1,354
| +18% | +$57K | 0.04% | 207 |
|
|
2023
Q4 | $321K | Buy |
+7,654
| New | +$321K | 0.04% | 129 |
|