PS
Planned Solutions’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
8,887
+74
| +0.8% | +$3.08K | 0.14% | 75 |
|
|
2025
Q1 | $362K | Buy |
8,813
+441
| +5% | +$18.1K | 0.15% | 68 |
|
|
2024
Q4 | $349K | Buy |
8,372
+1,495
| +22% | +$62.4K | 0.14% | 67 |
|
|
2024
Q3 | $287K | Buy |
6,877
+617
| +10% | +$25.8K | 0.12% | 78 |
|
|
2024
Q2 | $262K | Buy |
6,260
+281
| +5% | +$11.7K | 0.13% | 74 |
|
|
2024
Q1 | $252K | Sell |
5,979
-4
| -0.1% | -$168 | 0.12% | 74 |
|
|
2023
Q4 | $251K | Buy |
5,983
+1,017
| +20% | +$42.6K | 0.12% | 68 |
|
|
2023
Q3 | $208K | Sell |
4,966
-269
| -5% | -$11.3K | 0.13% | 73 |
|
|
2023
Q2 | $219K | Buy |
5,235
+82
| +2% | +$3.43K | 0.13% | 72 |
|
|
2023
Q1 | $214K | Sell |
5,153
-24
| -0.5% | -$995 | 0.14% | 69 |
|
|
2022
Q4 | $212K | Buy |
5,177
+188
| +4% | +$7.69K | 0.16% | 70 |
|
|
2022
Q3 | $204K | Buy |
+4,989
| New | +$204K | 0.17% | 61 |
|
|
2022
Q2 | – | Sell |
-4,576
| Closed | -$206K | – | 69 |
|
|
2022
Q1 | $206K | Sell |
4,576
-111
| -2% | -$5K | 0.14% | 70 |
|
|
2021
Q4 | $214K | Buy |
+4,687
| New | +$214K | 0.14% | 72 |
|
|
2021
Q1 | – | Sell |
-3,775
| Closed | -$172K | – | 359 |
|
|
2020
Q4 | $172K | Buy |
3,775
+95
| +3% | +$4.33K | 0.14% | 60 |
|
|
2020
Q3 | $165K | Buy |
+3,680
| New | +$165K | 0.16% | 54 |
|