HWM
BKLN icon

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

Highwater Wealth Management’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-19,773
Closed -$457K – 11
2018
Q1 		$457K Sell
19,773
-1,704
-8% -$39.4K 1.38% 11
2017
Q4 		$495K Sell
21,477
-9,845
-31% -$227K 1.06% 21
2017
Q3 		$725K Buy
31,322
+4,231
+16% +$97.9K 1.72% 18
2017
Q2 		$627K Sell
27,091
-5,449
-17% -$127K 1.51% 18
2017
Q1 		$757K Sell
32,540
-1,850
-5% -$43.1K 2.28% 12
2016
Q4 		$803K Buy
34,390
+5,639
+20% +$131K 4.13% 8
2016
Q3 		$667K Buy
+28,751
New +$666K 3.73% 10

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