WMS
Wealth Management Solutions’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,661
| Closed | -$231K | – | 95 |
|
|
2022
Q3 | $231K | Sell |
5,661
-5,858
| -51% | -$239K | 0.13% | 71 |
|
|
2022
Q2 | $480K | Sell |
11,519
-14,434
| -56% | -$601K | 0.27% | 43 |
|
|
2022
Q1 | $1.17M | Sell |
25,953
-2,507
| -9% | -$113K | 0.61% | 28 |
|
|
2021
Q4 | $1.3M | Buy |
+28,460
| New | +$1.3M | 0.67% | 28 |
|