Navis Wealth Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
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|
2025
Q1 | $308K | Hold |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $313K | Hold |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $316K | Hold |
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|
2023
Q4 | $314K | Hold |
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|
2023
Q3 | $314K | Hold |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $307K | Sell |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $337K | Hold |
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|
2021
Q4 | $342K | Hold |
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|
2021
Q3 | $345K | Hold |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $342K | Buy |
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