Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-96
| Closed | -$4K | – | 1553 |
|
|
2021
Q1 | $4K | Hold |
96
| – | – | ﹤0.01% | 1554 |
|
|
2020
Q4 | $4K | Hold |
96
| – | – | ﹤0.01% | 1401 |
|
|
2020
Q3 | $4K | Hold |
96
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 1543 |
|
|
2020
Q1 | $4K | Sell |
96
-1,265
| -93% | -$52.7K | ﹤0.01% | 1320 |
|
|
2019
Q4 | $63K | Hold |
1,361
| – | – | 0.01% | 564 |
|
|
2019
Q3 | $63K | Buy |
1,361
+1,265
| +1,318% | +$58.6K | 0.01% | 532 |
|
|
2019
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 1284 |
|
|
2019
Q1 | $4K | Hold |
96
| – | – | ﹤0.01% | 1247 |
|
|
2018
Q4 | $4K | Hold |
96
| – | – | ﹤0.01% | 1157 |
|
|
2018
Q3 | $5K | Hold |
96
| – | – | ﹤0.01% | 1217 |
|
|
2018
Q2 | $5K | Hold |
96
| – | – | ﹤0.01% | 1149 |
|
|
2018
Q1 | $5K | Buy |
+96
| New | +$5K | ﹤0.01% | 1152 |
|