WAS
WESPAC Advisors SoCal’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
78,590
-83,588
| -52% | -$3.48M | 0.73% | 41 |
|
|
2025
Q1 | $6.67M | Buy |
162,178
+6,121
| +4% | +$252K | 1.74% | 23 |
|
|
2024
Q4 | $6.51M | Buy |
156,057
+12,659
| +9% | +$528K | 1.47% | 25 |
|
|
2024
Q3 | $5.99M | Buy |
+143,398
| New | +$5.99M | 1.39% | 26 |
|