WealthShield Partners’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
Q2 | $298K | Sell |
7,176
-153
| -2% | -$6.36K | 0.04% | 279 |
|
|
2025
Q1 | $301K | Sell |
7,329
-1,442
| -16% | -$59.3K | 0.04% | 269 |
|
|
2024
Q4 | $366K | Buy |
8,771
+1,393
| +19% | +$58.1K | 0.05% | 228 |
|
|
2024
Q3 | $308K | Buy |
7,378
+24
| +0.3% | +$1K | 0.04% | 245 |
|
|
2024
Q2 | $307K | Sell |
7,354
-105
| -1% | -$4.39K | 0.05% | 240 |
|
|
2024
Q1 | $314K | Hold |
7,459
| – | – | 0.05% | 232 |
|
|
2023
Q4 | $313K | Sell |
7,459
-210
| -3% | -$8.81K | 0.05% | 236 |
|
|
2023
Q3 | $322K | Sell |
7,669
-171
| -2% | -$7.17K | 0.05% | 245 |
|
|
2023
Q2 | $328K | Sell |
7,840
-498
| -6% | -$20.9K | 0.05% | 244 |
|
|
2023
Q1 | $346K | Sell |
8,338
-164
| -2% | -$6.8K | 0.06% | 232 |
|
|
2022
Q4 | $348K | Sell |
8,502
-76
| -0.9% | -$3.11K | 0.07% | 232 |
|
|
2022
Q3 | $351K | Buy |
8,578
+46
| +0.5% | +$1.88K | 0.07% | 232 |
|
|
2022
Q2 | $355K | Buy |
8,532
+512
| +6% | +$21.3K | 0.07% | 232 |
|
|
2022
Q1 | $361K | Buy |
+8,020
| New | +$361K | 0.06% | 267 |
|