Aprio Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10,498
| Closed | -$216K | – | 134 |
|
2022
Q4 | $216K | Sell |
10,498
-3,914
| -27% | -$80.4K | 0.08% | 116 |
|
2022
Q3 | $291K | Sell |
14,412
-1,955
| -12% | -$39.5K | 0.12% | 78 |
|
2022
Q2 | $332K | Sell |
16,367
-5,069
| -24% | -$103K | 0.13% | 62 |
|
2022
Q1 | $467K | Sell |
21,436
-202,988
| -90% | -$4.42M | 0.18% | 54 |
|
2021
Q4 | $4.96M | Buy |
224,424
+42,320
| +23% | +$935K | 2.07% | 12 |
|
2021
Q3 | $4.03M | Buy |
+182,104
| New | +$4.03M | 1.83% | 12 |
|