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Baldwin Wealth Partners’s Invesco Senior Loan ETF BKLN Stock Holding History

Baldwin Wealth Partners’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-396
Closed -$8.39K – 699
2023
Q4 		$8.39K Hold
396
– – ﹤0.01% 590
2023
Q3 		$8.31K Hold
396
– – ﹤0.01% 590
2023
Q2 		$8.33K Hold
396
– – ﹤0.01% 608
2023
Q1 		$8.24K Buy
396
+265
+202% +$5.55K ﹤0.01% 630
2022
Q4 		$2.69K Hold
131
– – ﹤0.01% 702
2022
Q3 		$3K Hold
131
– – ﹤0.01% 589
2022
Q2 		$3K Hold
131
– – ﹤0.01% 623
2022
Q1 		$3K Hold
131
– – ﹤0.01% 624
2021
Q4 		$3K Hold
131
– – ﹤0.01% 589
2021
Q3 		$3K Buy
+131
New +$2.9K ﹤0.01% 600

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IMCOOI
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Bank of America
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GC
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State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BP
BNP Paribas Paris, France $3.15B AUM 22.54% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return