WP
WealthSource Partners’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29,067
| Closed | -$1.35M | – | 418 |
|
|
2019
Q4 | $1.35M | Sell |
29,067
-55,249
| -66% | -$2.57M | 0.18% | 106 |
|
|
2019
Q3 | $3.91M | Buy |
84,316
+1,424
| +2% | +$66K | 0.59% | 47 |
|
|
2019
Q2 | $3.83M | Buy |
+82,892
| New | +$3.83M | 0.6% | 42 |
|
|
2018
Q4 | – | Sell |
-9,186
| Closed | -$435K | – | 342 |
|
|
2018
Q3 | $435K | Buy |
+9,186
| New | +$435K | 0.11% | 168 |
|