SWP
ShoreHaven Wealth Partners’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 | $525K | Buy |
+12,631
| New | +$525K | 0.22% | 64 |
|
|
2022
Q2 | – | Sell |
-89,576
| Closed | -$4.03M | – | 88 |
|
|
2022
Q1 | $4.03M | Sell |
89,576
-110
| -0.1% | -$4.95K | 2.13% | 16 |
|
|
2021
Q4 | $4.09M | Buy |
89,686
+98
| +0.1% | +$4.47K | 2.03% | 18 |
|
|
2021
Q3 | $4.12M | Sell |
89,588
-36,734
| -29% | -$1.69M | 2.15% | 16 |
|
|
2021
Q2 | $5.85M | Sell |
126,322
-290
| -0.2% | -$13.4K | 3.14% | 11 |
|
|
2021
Q1 | $5.79M | Buy |
126,612
+1,197
| +1% | +$54.7K | 3.14% | 10 |
|
|
2020
Q4 | $5.73M | Buy |
+125,415
| New | +$5.73M | 3.2% | 10 |
|