Octavia Wealth Advisors’s State Street 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
Q3 | $243K | Hold |
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|
2025
Q2 | $243K | Hold |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $285K | Hold |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $243K | Buy |
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