Treasure Coast Financial 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
2022
Q3
Sell
-50,501
Closed -$2.1M 36
2022
Q2
$2.1M Sell
50,501
-203,585
-80% -$8.48M 1.63% 17
2022
Q1
$11.4M Buy
254,086
+35,181
+16% +$1.58M 8.76% 3
2021
Q4
$9.99M Buy
+218,905
New +$9.99M 7.73% 4