OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-93
| Closed | -$4K | – | 1189 |
|
|
2018
Q4 | $4K | Buy |
+93
| New | +$4K | ﹤0.01% | 983 |
|
|
2018
Q3 | – | Sell |
-386
| Closed | -$19K | – | 1217 |
|
|
2018
Q2 | $19K | Hold |
386
| – | – | ﹤0.01% | 837 |
|
|
2018
Q1 | $19K | Buy |
386
+246
| +176% | +$12.1K | ﹤0.01% | 841 |
|
|
2017
Q4 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 1044 |
|
|
2017
Q3 | – | Sell |
-140
| Closed | -$7K | – | 1159 |
|
|
2017
Q2 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 1009 |
|