Perigon Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.09M Sell
2025
Q2
$6.36M Sell
2025
Q1
$7.1M Buy
2024
Q4
$5.65M Buy
2024
Q3
$1.96M Buy
2024
Q2
$501K Buy
2023
Q2
Sell
2023
Q1
$261K Sell
2022
Q4
$2.32M Buy