Visionary Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,004
| Closed | -$288K | – | 598 |
|
|
2025
Q1 | $288K | Sell |
7,004
-11,667
| -62% | -$480K | 0.02% | 454 |
|
|
2024
Q4 | $779K | Sell |
18,671
-22,073
| -54% | -$921K | 0.05% | 291 |
|
|
2024
Q3 | $1.7M | Sell |
40,744
-43,417
| -52% | -$1.81M | 0.1% | 193 |
|
|
2024
Q2 | $3.52M | Buy |
84,161
+2,927
| +4% | +$122K | 0.23% | 110 |
|
|
2024
Q1 | $3.42M | Sell |
81,234
-6,085
| -7% | -$256K | 0.23% | 114 |
|
|
2023
Q4 | $3.66M | Sell |
87,319
-37,494
| -30% | -$1.57M | 0.27% | 108 |
|
|
2023
Q3 | $5.23M | Buy |
124,813
+16,610
| +15% | +$696K | 0.42% | 65 |
|
|
2023
Q2 | $4.53M | Buy |
108,203
+35,775
| +49% | +$1.5M | 0.36% | 75 |
|
|
2023
Q1 | $3M | Buy |
72,428
+14,450
| +25% | +$599K | 0.25% | 100 |
|
|
2022
Q4 | $2.37M | Buy |
57,978
+9,289
| +19% | +$380K | 0.22% | 105 |
|
|
2022
Q3 | $1.99M | Sell |
48,689
-128,020
| -72% | -$5.23M | 0.21% | 110 |
|
|
2022
Q2 | $7.36M | Sell |
176,709
-8,713
| -5% | -$363K | 0.66% | 38 |
|
|
2022
Q1 | $8.34M | Sell |
185,422
-12,573
| -6% | -$565K | 0.67% | 35 |
|
|
2021
Q4 | $9.04M | Buy |
197,995
+13,754
| +7% | +$628K | 0.74% | 33 |
|
|
2021
Q3 | $8.48M | Buy |
184,241
+150,632
| +448% | +$6.93M | 0.87% | 31 |
|
|
2021
Q2 | $1.56M | Buy |
+33,609
| New | +$1.56M | 0.16% | 122 |
|