Consultiva 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
Q3
$20.3K Buy
968
+17
+2% +$357 0.52% 19
2023
Q2
$20K Buy
951
+14
+1% +$295 0.51% 20
2023
Q1
$19.5K Buy
937
+13
+1% +$270 0.5% 20
2022
Q4
$19K Buy
924
+12
+1% +$247 0.49% 21
2022
Q3
$18K Buy
912
+7
+0.8% +$138 0.5% 21
2022
Q2
$18K Buy
905
+6
+0.7% +$119 0.5% 23
2022
Q1
$20K Buy
899
+5
+0.6% +$111 0.48% 24
2021
Q4
$20K Buy
894
+5
+0.6% +$112 0.46% 25
2021
Q3
$20K Buy
+889
New +$20K 0.46% 25
2021
Q1
$19K Buy
880
+5
+0.6% +$108 0.41% 27
2020
Q4
$19K Buy
+875
New +$19K 0.44% 28
2019
Q2
$20K Buy
+885
New +$20K 0.41% 28