SWM
Segment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,125
| Closed | -$239K | – | 227 |
|
|
2019
Q4 | $239K | Sell |
5,125
-150
| -3% | -$7K | 0.04% | 214 |
|
|
2019
Q3 | $244K | Sell |
5,275
-65
| -1% | -$3.01K | 0.05% | 182 |
|
|
2019
Q2 | $247K | Hold |
5,340
| – | – | 0.05% | 177 |
|
|
2019
Q1 | $246K | Buy |
+5,340
| New | +$246K | 0.05% | 176 |
|