OWM
Orgel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,897
| Closed | -$469K | – | 41 |
|
|
2018
Q3 | $469K | Sell |
9,897
-932
| -9% | -$44.2K | 0.21% | 23 |
|
|
2018
Q2 | $509K | Buy |
10,829
+1,003
| +10% | +$47.1K | 0.13% | 22 |
|
|
2018
Q1 | $466K | Buy |
9,826
+5,002
| +104% | +$237K | 0.12% | 24 |
|
|
2017
Q4 | $228K | Buy |
4,824
+30
| +0.6% | +$1.42K | 0.06% | 41 |
|
|
2017
Q3 | $227K | Buy |
+4,794
| New | +$227K | 0.08% | 28 |
|