WealthPLAN Partners’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $86.3K | Sell |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $3.68M | Buy |
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|
2022
Q1 | $22.2M | Buy |
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|
2021
Q4 | $10M | Buy |
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|
2021
Q3 | $8.19M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $520K | Buy |
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|
2019
Q3 | $389K | Hold |
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|
2019
Q2 | $389K | Sell |
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|
2019
Q1 | $395K | Hold |
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|
2018
Q4 | $391K | Hold |
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|
2018
Q3 | $396K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.14M | Buy |
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|
2016
Q3 | $72.4K | Buy |
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|
2016
Q2 | $29K | Buy |
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|
2015
Q4 | $23.6K | Buy |
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