Rooted 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 | $390K | Sell |
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|
2025
Q1 | $392K | Buy |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $2.41M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $638K | Sell |
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|
2023
Q1 | $1.86M | Sell |
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|
2022
Q4 | $2.11M | Buy |
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