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Ridgeline Wealth Planning’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Ridgeline Wealth Planning’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$474K Sell
11,398
-552
-5% -$23K 0.39% 24
2025
Q1 		$492K Sell
11,950
-111
-0.9% -$4.57K 0.48% 20
2024
Q4 		$503K Buy
+12,061
New +$503K 0.48% 21