Shepherd Financial Partners’s State Street 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
Q3 | $574K | Buy |
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2025
Q2 | $573K | Sell |
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|
2025
Q1 | $569K | Sell |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $636K | Sell |
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|
2024
Q1 | $641K | Sell |
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|
2023
Q4 | $906K | Sell |
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|
2023
Q3 | $968K | Sell |
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|
2023
Q2 | $983K | Sell |
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|
2023
Q1 | $992K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $2.63M | Sell |
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|
2022
Q1 | $18.6M | Sell |
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|
2021
Q4 | $20.5M | Buy |
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|
2021
Q3 | $19.8M | Buy |
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|
2021
Q2 | $14M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $317K | Sell |
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|
2018
Q3 | $414K | Hold |
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|
2018
Q2 | $412K | Buy |
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