Stonebridge Financial Planning Group’s SPDR 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
Q2 | $307K | Buy |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $372K | Sell |
|
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $917K | Sell |
|
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.43M | Sell |
|
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $2.55M | Buy |
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|
2022
Q1 | $1.88M | Buy |
|
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $146K | Buy |
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|
2020
Q4 | $27K | Sell |
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|
2020
Q3 | $53K | Sell |
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|
2020
Q2 | $96K | Sell |
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|
2020
Q1 | $133K | Sell |
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|
2019
Q4 | $270K | Buy |
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