AA
Apriem Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,410
| Closed | -$249K | – | 131 |
|
|
2018
Q4 | $249K | Hold |
11,410
| – | – | 0.09% | 106 |
|
|
2018
Q3 | $264K | Hold |
11,410
| – | – | 0.06% | 118 |
|
|
2018
Q2 | $261K | Buy |
11,410
+1,014
| +10% | +$23.2K | 0.06% | 112 |
|
|
2018
Q1 | $240K | Buy |
+10,396
| New | +$240K | 0.06% | 112 |
|
|
2017
Q3 | – | Sell |
-49,275
| Closed | -$1.14M | – | 146 |
|
|
2017
Q2 | $1.14M | Buy |
49,275
+3,827
| +8% | +$88.5K | 0.3% | 55 |
|
|
2017
Q1 | $1.06M | Buy |
+45,448
| New | +$1.06M | 0.29% | 52 |
|
|
2013
Q4 | – | Sell |
-345
| Closed | -$9K | – | 505 |
|
|
2013
Q3 | $9K | Buy |
+345
| New | +$9K | ﹤0.01% | 359 |
|