FinDec Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-158,107
| Closed | -$3.34M | – | 42 |
|
2024
Q1 | $3.34M | Buy |
158,107
+811
| +0.5% | +$17.2K | 2.1% | 19 |
|
2023
Q4 | $3.33M | Buy |
157,296
+43,330
| +38% | +$918K | 2.23% | 18 |
|
2023
Q3 | $2.39M | Buy |
113,966
+3,047
| +3% | +$64K | 1.73% | 21 |
|
2023
Q2 | $2.33M | Buy |
110,919
+6,292
| +6% | +$132K | 1.63% | 21 |
|
2023
Q1 | $2.18M | Sell |
104,627
-28,241
| -21% | -$587K | 1.65% | 21 |
|
2022
Q4 | $2.73M | Buy |
+132,868
| New | +$2.73M | 2.25% | 18 |
|