SWMG
Sanchez Wealth Management Group’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-261,354
| Closed | -$10.9M | – | 35 |
|
|
2022
Q2 | $10.9M | Buy |
261,354
+2,261
| +0.9% | +$94.2K | 5.41% | 8 |
|
|
2022
Q1 | $11.6M | Buy |
259,093
+4,991
| +2% | +$224K | 4.9% | 9 |
|
|
2021
Q4 | $11.6M | Buy |
254,102
+39,271
| +18% | +$1.79M | 4.89% | 9 |
|
|
2021
Q3 | $9.89M | Buy |
214,831
+3,910
| +2% | +$180K | 4.44% | 9 |
|
|
2021
Q2 | $9.76M | Buy |
210,921
+9,849
| +5% | +$456K | 4.46% | 9 |
|
|
2021
Q1 | $9.2M | Buy |
+201,072
| New | +$9.2M | 4.68% | 9 |
|