RWA
Rooted Wealth Advisors’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 | $390K | Sell |
9,384
-432
| -4% | -$17.9K | 0.13% | 76 |
|
|
2025
Q1 | $392K | Buy |
9,816
+771
| +9% | +$30.8K | 0.17% | 67 |
|
|
2024
Q4 | $379K | Sell |
9,045
-1,954
| -18% | -$81.9K | 0.15% | 69 |
|
|
2024
Q3 | $458K | Sell |
10,999
-31,918
| -74% | -$1.33M | 0.2% | 56 |
|
|
2024
Q2 | $1.79M | Sell |
42,917
-14,705
| -26% | -$614K | 0.79% | 28 |
|
|
2024
Q1 | $2.41M | Buy |
57,622
+1,627
| +3% | +$68K | 1.19% | 21 |
|
|
2023
Q4 | $2.34M | Buy |
55,995
+9,285
| +20% | +$387K | 1.22% | 21 |
|
|
2023
Q3 | $1.95M | Buy |
46,710
+31,372
| +205% | +$1.31M | 1.2% | 25 |
|
|
2023
Q2 | $638K | Sell |
15,338
-29,518
| -66% | -$1.23M | 0.43% | 37 |
|
|
2023
Q1 | $1.86M | Sell |
44,856
-6,656
| -13% | -$276K | 1.38% | 21 |
|
|
2022
Q4 | $2.11M | Buy |
+51,512
| New | +$2.11M | 1.77% | 13 |
|