Perissos Private Wealth Management’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
2025
Q2
$2.57M Sell
61,683
-897
-1% -$37.3K 2.03% 14
2025
Q1
$2.57M Sell
62,580
-2,869
-4% -$118K 2.35% 12
2024
Q4
$2.73M Sell
65,449
-2,287
-3% -$95.4K 2.04% 14
2024
Q3
$2.83M Sell
67,736
-5,785
-8% -$242K 2.27% 14
2024
Q2
$3.07M Buy
73,521
+6,261
+9% +$262K 2.76% 7
2024
Q1
$2.83M Buy
+67,260
New +$2.83M 2.57% 10