Summit Financial Group’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $851K | Buy |
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|
2021
Q3 | $847K | Buy |
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|
2021
Q2 | $820K | Buy |
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|
2021
Q1 | $499K | Buy |
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