Valtinson Bruner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Buy |
9,505
+4,002
| +73% | +$166K | 0.12% | 91 |
|
|
2025
Q1 | $226K | Buy |
+5,503
| New | +$226K | 0.08% | 126 |
|
|
2024
Q1 | – | Sell |
-64,781
| Closed | -$2.72M | – | 124 |
|
|
2023
Q4 | $2.72M | Buy |
64,781
+508
| +0.8% | +$21.3K | 1.4% | 27 |
|
|
2023
Q3 | $2.69M | Buy |
64,273
+1,569
| +3% | +$65.8K | 1.47% | 25 |
|
|
2023
Q2 | $2.63M | Buy |
62,704
+27,297
| +77% | +$1.14M | 1.41% | 28 |
|
|
2023
Q1 | $1.47M | Sell |
35,407
-8,675
| -20% | -$360K | 0.84% | 36 |
|
|
2022
Q4 | $1.85M | Sell |
44,082
-38,192
| -46% | -$1.6M | 1.07% | 33 |
|
|
2022
Q3 | $3.36M | Buy |
82,274
+5,923
| +8% | +$242K | 2.08% | 14 |
|
|
2022
Q2 | $3.18M | Buy |
76,351
+1,291
| +2% | +$53.8K | 1.94% | 14 |
|
|
2022
Q1 | $3.36M | Buy |
75,060
+6,491
| +9% | +$291K | 1.92% | 13 |
|
|
2021
Q4 | $3.13M | Sell |
68,569
-2,717
| -4% | -$124K | 1.71% | 17 |
|
|
2021
Q3 | $3.27M | Buy |
71,286
+4,504
| +7% | +$207K | 1.8% | 17 |
|
|
2021
Q2 | $3.06M | Buy |
+66,782
| New | +$3.06M | 1.75% | 24 |
|