Peachtree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $418K | Sell |
9,351
-3,390
| -27% | -$152K | 0.32% | 51 |
|
|
2018
Q3 | $603K | Buy |
12,741
+130
| +1% | +$6.15K | 0.41% | 45 |
|
|
2018
Q2 | $592K | Buy |
12,611
+90
| +0.7% | +$4.23K | 0.43% | 43 |
|
|
2018
Q1 | $594K | Buy |
12,521
+135
| +1% | +$6.4K | 0.45% | 44 |
|
|
2017
Q4 | $584K | Sell |
12,386
-665
| -5% | -$31.4K | 0.45% | 45 |
|
|
2017
Q3 | $619K | Buy |
13,051
+735
| +6% | +$34.9K | 0.53% | 45 |
|
|
2017
Q2 | $584K | Sell |
12,316
-40
| -0.3% | -$1.9K | 0.5% | 48 |
|
|
2017
Q1 | $587K | Buy |
12,356
+1,140
| +10% | +$54.2K | 0.54% | 49 |
|
|
2016
Q4 | $533K | Buy |
11,216
+645
| +6% | +$30.7K | 0.52% | 52 |
|
|
2016
Q3 | $500K | Buy |
10,571
+985
| +10% | +$46.6K | 0.49% | 52 |
|
|
2016
Q2 | $448K | Sell |
9,586
-400
| -4% | -$18.7K | 0.46% | 56 |
|
|
2016
Q1 | $464K | Buy |
9,986
+390
| +4% | +$18.1K | 0.47% | 56 |
|
|
2015
Q4 | $443K | Buy |
9,596
+545
| +6% | +$25.2K | 0.46% | 57 |
|
|
2015
Q3 | $432K | Buy |
9,051
+450
| +5% | +$21.5K | 0.45% | 59 |
|
|
2015
Q2 | $424K | Buy |
8,601
+1,980
| +30% | +$97.6K | 0.32% | 83 |
|
|
2015
Q1 | $326K | Buy |
6,621
+3,426
| +107% | +$169K | 0.23% | 99 |
|
|
2014
Q4 | $146K | Hold |
3,195
| – | – | 0.1% | 161 |
|
|
2014
Q3 | $157K | Buy |
+3,195
| New | +$157K | 0.1% | 148 |
|