WMR
Wealth Management Resources’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,217
| Closed | -$797K | – | 47 |
|
|
2023
Q1 | $797K | Sell |
19,217
-865
| -4% | -$35.9K | 0.49% | 24 |
|
|
2022
Q4 | $821K | Sell |
20,082
-207,999
| -91% | -$8.51M | 0.53% | 23 |
|
|
2022
Q3 | $9.32M | Buy |
228,081
+5,710
| +3% | +$233K | 6.2% | 5 |
|
|
2022
Q2 | $9.26M | Buy |
222,371
+35,007
| +19% | +$1.46M | 5.7% | 5 |
|
|
2022
Q1 | $8.42M | Buy |
187,364
+1,556
| +0.8% | +$70K | 5.82% | 7 |
|
|
2021
Q4 | $8.48M | Buy |
+185,808
| New | +$8.48M | 5.46% | 8 |
|