Pacific Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,985
| Closed | -$204K | – | 97 |
|
|
2022
Q3 | $204K | Hold |
4,985
| – | – | 0.06% | 80 |
|
|
2022
Q2 | $208K | Hold |
4,985
| – | – | 0.06% | 81 |
|
|
2022
Q1 | $224K | Buy |
+4,985
| New | +$224K | 0.06% | 88 |
|
|
2020
Q4 | – | Sell |
-2,795
| Closed | -$125K | – | 176 |
|
|
2020
Q3 | $125K | Buy |
+2,795
| New | +$125K | 0.07% | 75 |
|