Walkner Condon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,958
| Closed | -$290K | – | 297 |
|
|
2024
Q4 | $290K | Buy |
6,958
+326
| +5% | +$13.6K | 0.06% | 223 |
|
|
2024
Q3 | $277K | Sell |
6,632
-72
| -1% | -$3.01K | 0.06% | 221 |
|
|
2024
Q2 | $280K | Buy |
6,704
+48
| +0.7% | +$2.01K | 0.06% | 211 |
|
|
2024
Q1 | $280K | Buy |
6,656
+1,468
| +28% | +$61.8K | 0.06% | 220 |
|
|
2023
Q4 | $218K | Buy |
+5,188
| New | +$218K | 0.05% | 246 |
|