EWM
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Evercore Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,189
Closed -$27K 399
2017
Q4
$27K Hold
1,189
﹤0.01% 667
2017
Q3
$28K Hold
1,189
﹤0.01% 644
2017
Q2
$28K Buy
+1,189
New +$28K ﹤0.01% 658