West Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,793
| Closed | -$578K | – | 96 |
|
|
2023
Q4 | $578K | Sell |
13,793
-9,756
| -41% | -$409K | 0.23% | 38 |
|
|
2023
Q3 | $987K | Sell |
23,549
-1,602
| -6% | -$67.2K | 0.43% | 28 |
|
|
2023
Q2 | $1.05M | Buy |
25,151
+14,464
| +135% | +$606K | 0.45% | 24 |
|
|
2023
Q1 | $443K | Sell |
10,687
-2,852
| -21% | -$118K | 0.21% | 37 |
|
|
2022
Q4 | $554K | Buy |
+13,539
| New | +$554K | 0.28% | 29 |
|