Peak Financial 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
Q1
Sell
-282,667
Closed -$12.9M 107
2021
Q4
$12.9M Buy
282,667
+132,279
+88% +$6.04M 9.94% 1
2021
Q3
$6.92M Buy
150,388
+1,018
+0.7% +$46.8K 6.09% 5
2021
Q2
$6.91M Buy
+149,370
New +$6.91M 5.95% 5