Stratos Wealth Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,424
| Closed | -$269K | – | 727 |
|
|
2023
Q4 | $269K | Sell |
6,424
-30
| -0.5% | -$1.26K | 0.02% | 577 |
|
|
2023
Q3 | $271K | Buy |
6,454
+253
| +4% | +$10.6K | 0.02% | 555 |
|
|
2023
Q2 | $260K | Sell |
6,201
-3,858
| -38% | -$162K | 0.02% | 547 |
|
|
2023
Q1 | $417K | Sell |
10,059
-3,267
| -25% | -$135K | 0.03% | 443 |
|
|
2022
Q4 | $545K | Sell |
13,326
-241
| -2% | -$9.86K | 0.05% | 383 |
|
|
2022
Q3 | $555K | Buy |
13,567
+4,234
| +45% | +$173K | 0.06% | 340 |
|
|
2022
Q2 | $389K | Buy |
9,333
+3,568
| +62% | +$149K | 0.04% | 401 |
|
|
2022
Q1 | $259K | Buy |
+5,765
| New | +$259K | 0.02% | 467 |
|