Wells Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,551
| Closed | -$603K | – | 71 |
|
|
2023
Q1 | $603K | Buy |
14,551
+38
| +0.3% | +$1.58K | 0.48% | 30 |
|
|
2022
Q4 | $594K | Sell |
14,513
-32,843
| -69% | -$1.34M | 0.49% | 30 |
|
|
2022
Q3 | $1.94M | Buy |
47,356
+1,410
| +3% | +$57.6K | 1.87% | 16 |
|
|
2022
Q2 | $1.91M | Buy |
45,946
+4,114
| +10% | +$171K | 1.73% | 17 |
|
|
2022
Q1 | $1.88M | Sell |
41,832
-281
| -0.7% | -$12.6K | 1.57% | 18 |
|
|
2021
Q4 | $1.92M | Buy |
+42,113
| New | +$1.92M | 1.53% | 18 |
|