CWA
Core Wealth Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,580
| Closed | -$35K | – | 187 |
|
2021
Q1 | $35K | Hold |
1,580
| – | – | 0.03% | 73 |
|
2020
Q4 | $35K | Hold |
1,580
| – | – | 0.03% | 69 |
|
2020
Q3 | $34K | Hold |
1,580
| – | – | 0.03% | 63 |
|
2020
Q2 | $34K | Hold |
1,580
| – | – | 0.03% | 63 |
|
2020
Q1 | $32K | Hold |
1,580
| – | – | 0.02% | 60 |
|
2019
Q4 | $36K | Buy |
+1,580
| New | +$36K | 0.02% | 65 |
|