Summit Wealth & Retirement Planning’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
2023 Q2	–	Sell	-38,859	Closed	-$1.61M	–	101
2023 Q1	$1.61M	Buy	38,859 +32,489	+510%	+$1.35M	0.6%	24
2022 Q4	$261K	Buy	+6,370	New	+$261K	0.11%	88