OWA
Outlook Wealth Advisors’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 | $262K | Buy |
6,298
+267
| +4% | +$11.1K | 0.07% | 241 |
|
|
2025
Q1 | $248K | Buy |
+6,031
| New | +$248K | 0.07% | 243 |
|
|
2024
Q3 | – | Sell |
-7,741
| Closed | -$324K | – | 270 |
|
|
2024
Q2 | $324K | Sell |
7,741
-1,615
| -17% | -$67.5K | 0.1% | 202 |
|
|
2024
Q1 | $394K | Buy |
+9,356
| New | +$394K | 0.12% | 167 |
|
|
2022
Q4 | – | Sell |
-55,350
| Closed | -$2.26M | – | 197 |
|
|
2022
Q3 | $2.26M | Sell |
55,350
-1,297
| -2% | -$53K | 1.01% | 25 |
|
|
2022
Q2 | $2.36M | Buy |
56,647
+23,673
| +72% | +$986K | 0.97% | 25 |
|
|
2022
Q1 | $1.48M | Buy |
+32,974
| New | +$1.48M | 0.5% | 44 |
|