Golden State 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $66K | Buy |
3,153
+669
| +27% | +$14K | 0.01% | 580 |
|
2025
Q1 | $51.4K | Hold |
2,484
| – | – | 0.01% | 587 |
|
2024
Q4 | $52.3K | Buy |
+2,484
| New | +$52.3K | 0.01% | 567 |
|
2020
Q2 | – | Sell |
-265
| Closed | -$5K | – | 257 |
|
2020
Q1 | $5K | Buy |
+265
| New | +$5K | ﹤0.01% | 730 |
|
2019
Q4 | – | Sell |
-265
| Closed | -$6K | – | 143 |
|
2019
Q3 | $6K | Hold |
265
| – | – | ﹤0.01% | 821 |
|
2019
Q2 | $6K | Hold |
265
| – | – | ﹤0.01% | 830 |
|
2019
Q1 | $6K | Buy |
+265
| New | +$6K | ﹤0.01% | 858 |
|