Beacon Bridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,627
| Closed | -$225K | – | 94 |
|
|
2023
Q4 | $225K | Sell |
10,627
-4,326
| -29% | -$91.6K | 0.11% | 90 |
|
|
2023
Q3 | $314K | Sell |
14,953
-490
| -3% | -$10.3K | 0.17% | 64 |
|
|
2023
Q2 | $325K | Sell |
15,443
-363
| -2% | -$7.64K | 0.17% | 58 |
|
|
2023
Q1 | $329K | Buy |
15,806
+1,758
| +13% | +$36.6K | 0.2% | 58 |
|
|
2022
Q4 | $288K | Buy |
+14,048
| New | +$288K | 0.21% | 66 |
|