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Shum Financial Group’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Shum Financial Group’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$1.27M Sell
30,950
-1,336
-4% -$54.9K 1.1% 29
2024
Q4 		$1.35M Sell
32,286
-3,871
-11% -$162K 1.16% 26
2024
Q3 		$1.51M Buy
+36,157
New +$1.51M 1.26% 24