Windsor Wealth Management’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$6.12M Buy
145,976
+6,100
+4% +$256K 1.12% 28
2023
Q2
$5.86M Buy
139,876
+15,939
+13% +$667K 1.05% 29
2023
Q1
$5.12M Buy
123,937
+34,700
+39% +$1.43M 0.99% 27
2022
Q4
$3.71M Buy
89,237
+38,924
+77% +$1.62M 0.77% 32
2022
Q3
$2.07M Buy
50,313
+29,718
+144% +$1.22M 0.52% 39
2022
Q2
$854K Buy
20,595
+11,827
+135% +$490K 0.22% 66
2022
Q1
$393K Buy
+8,768
New +$393K 0.07% 168