CWC
Carolinas Wealth Consulting’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,108
| Closed | -$22.9K | – | 98 |
|
|
2025
Q1 | $22.9K | Buy |
1,108
+108
| +11% | +$2.24K | ﹤0.01% | 443 |
|
|
2024
Q4 | $21.1K | Hold |
1,000
| – | – | ﹤0.01% | 465 |
|
|
2024
Q3 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 472 |
|
|
2024
Q1 | $21.2K | Buy |
+1,000
| New | +$21.2K | ﹤0.01% | 477 |
|
|
2023
Q4 | – | Sell |
-11
| Closed | -$230 | – | 1000 |
|
|
2023
Q3 | $230 | Buy |
+11
| New | +$230 | ﹤0.01% | 993 |
|