WMA
Wealth Management Associates’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
75,850
+2,544
| +3% | +$106K | 1.23% | 17 |
|
|
2025
Q1 | $3.02M | Buy |
73,306
+10,514
| +17% | +$432K | 1.29% | 19 |
|
|
2024
Q4 | $2.62M | Buy |
62,792
+2,615
| +4% | +$109K | 1.12% | 22 |
|
|
2024
Q3 | $2.51M | Buy |
60,177
+2,372
| +4% | +$99.1K | 1.11% | 19 |
|
|
2024
Q2 | $2.42M | Hold |
57,805
| – | – | 1.13% | 18 |
|
|
2024
Q1 | $2.42M | Buy |
57,805
+1,958
| +4% | +$81.8K | 1.13% | 18 |
|
|
2023
Q4 | $2.34M | Sell |
55,847
-1,616
| -3% | -$67.8K | 1.24% | 16 |
|
|
2023
Q3 | $2.41M | Buy |
57,463
+391
| +0.7% | +$16.4K | 1.41% | 16 |
|
|
2023
Q2 | $2.39M | Buy |
57,072
+3,335
| +6% | +$140K | 1.35% | 16 |
|
|
2023
Q1 | $2.23M | Buy |
53,737
+11,579
| +27% | +$480K | 1.38% | 15 |
|
|
2022
Q4 | $1.72M | Buy |
42,158
+4,311
| +11% | +$176K | 1.15% | 21 |
|
|
2022
Q3 | $1.55M | Buy |
37,847
+3,566
| +10% | +$146K | 1.09% | 21 |
|
|
2022
Q2 | $1.43M | Buy |
34,281
+1,648
| +5% | +$68.6K | 0.97% | 21 |
|
|
2022
Q1 | $1.47M | Buy |
32,633
+4,091
| +14% | +$184K | 0.83% | 26 |
|
|
2021
Q4 | $1.3M | Buy |
28,542
+3,629
| +15% | +$166K | 0.7% | 30 |
|
|
2021
Q3 | $1.15M | Buy |
24,913
+7,341
| +42% | +$338K | 0.67% | 32 |
|
|
2021
Q2 | $813K | Buy |
17,572
+12,935
| +279% | +$599K | 0.46% | 54 |
|
|
2021
Q1 | $212K | Buy |
+4,637
| New | +$212K | 0.13% | 174 |
|