SFA
Source Financial Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,999
| Closed | -$293K | – | 130 |
|
|
2023
Q2 | $293K | Sell |
6,999
-34,189
| -83% | -$1.43M | 0.1% | 109 |
|
|
2023
Q1 | $1.71M | Sell |
41,188
-265
| -0.6% | -$11K | 0.57% | 33 |
|
|
2022
Q4 | $1.7M | Sell |
41,453
-871
| -2% | -$35.6K | 0.64% | 35 |
|
|
2022
Q3 | $1.73M | Sell |
42,324
-15,938
| -27% | -$651K | 0.69% | 36 |
|
|
2022
Q2 | $2.43M | Buy |
58,262
+28,948
| +99% | +$1.21M | 0.95% | 27 |
|
|
2022
Q1 | $1.32M | Buy |
+29,314
| New | +$1.32M | 0.39% | 44 |
|