True Wealth Design’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
Q3 | – | Sell |
-25,681
| Closed | -$1.07M | – | 1312 |
|
|
2024
Q2 | $1.07M | Sell |
25,681
-351
| -1% | -$14.7K | 0.27% | 31 |
|
|
2024
Q1 | $1.1M | Buy |
26,032
+3,933
| +18% | +$166K | 0.27% | 29 |
|
|
2023
Q4 | $927K | Buy |
22,099
+121
| +0.6% | +$5.07K | 0.26% | 35 |
|
|
2023
Q3 | $922K | Buy |
21,978
+524
| +2% | +$22K | 0.31% | 26 |
|
|
2023
Q2 | $898K | Buy |
21,454
+873
| +4% | +$36.6K | 0.33% | 37 |
|
|
2023
Q1 | $853K | Sell |
20,581
-2,038
| -9% | -$84.5K | 0.36% | 43 |
|
|
2022
Q4 | $925K | Buy |
+22,619
| New | +$925K | 0.43% | 28 |
|