BWP
Baldwin Wealth Partners’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$5.51K | ﹤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 | +$3K | ﹤0.01% | 600 |
|