Primoris Wealth Advisors’s SPDR 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
Q2 | $586K | Buy |
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|
2025
Q1 | $580K | Sell |
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|
2024
Q4 | $605K | Buy |
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|
2024
Q3 | $592K | Buy |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $596K | Sell |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $666K | Buy |
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|
2023
Q1 | $660K | Buy |
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|
2022
Q4 | $651K | Sell |
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|
2022
Q3 | $895K | Buy |
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|
2022
Q2 | $763K | Sell |
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|
2022
Q1 | $977K | Buy |
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|
2021
Q4 | $689K | Buy |
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