SWM
Sagace Wealth Management’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 | $6.07M | Sell |
146,039
-56,922
| -28% | -$2.37M | 4.54% | 4 |
|
|
2025
Q1 | $8.35M | Sell |
202,961
-2,002
| -1% | -$82.3K | 6.3% | 3 |
|
|
2024
Q4 | $8.55M | Buy |
204,963
+150,125
| +274% | +$6.26M | 6.39% | 3 |
|
|
2024
Q3 | $2.3M | Buy |
54,838
+5,062
| +10% | +$212K | 1.77% | 19 |
|
|
2024
Q2 | $2.08M | Buy |
+49,776
| New | +$2.08M | 2.03% | 18 |
|