Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-354
| Closed | -$7K | – | 249 |
|
|
2022
Q2 | $7K | Hold |
354
| – | – | ﹤0.01% | 416 |
|
|
2022
Q1 | $7K | Hold |
354
| – | – | ﹤0.01% | 386 |
|
|
2021
Q4 | $7K | Buy |
+354
| New | +$7K | ﹤0.01% | 345 |
|
|
2021
Q1 | – | Sell |
-1,187
| Closed | -$26K | – | 143 |
|
|
2020
Q4 | $26K | Buy |
+1,187
| New | +$26K | 0.02% | 193 |
|