Heritage Wealth Management (Arizona)’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
Q4 | $11.2K | Buy |
546
+273
| +100% | +$5.6K | ﹤0.01% | 757 |
|
|
2022
Q3 | $6K | Sell |
273
-467
| -63% | -$10.3K | ﹤0.01% | 725 |
|
|
2022
Q2 | $15K | Sell |
740
-44,513
| -98% | -$902K | 0.01% | 595 |
|
|
2022
Q1 | $985K | Buy |
+45,253
| New | +$985K | 0.27% | 70 |
|
|
2021
Q3 | $767K | Buy |
34,679
+3,867
| +13% | +$85.5K | 0.27% | 70 |
|
|
2021
Q2 | $682K | Buy |
+30,812
| New | +$682K | 0.26% | 77 |
|