Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $235K | Buy |
+10,120
| New | +$235K | 0.08% | 221 |
|
|
2016
Q4 | – | Sell |
-3,195
| Closed | -$74K | – | 316 |
|
|
2016
Q3 | $74K | Hold |
3,195
| – | – | 0.03% | 353 |
|
|
2016
Q2 | $73K | Buy |
3,195
+987
| +45% | +$22.6K | 0.03% | 342 |
|
|
2016
Q1 | $50K | Hold |
2,208
| – | – | 0.02% | 376 |
|
|
2015
Q4 | $49K | Hold |
2,208
| – | – | 0.02% | 391 |
|
|
2015
Q3 | $51K | Hold |
2,208
| – | – | 0.02% | 384 |
|
|
2015
Q2 | $53K | Hold |
2,208
| – | – | 0.02% | 386 |
|
|
2015
Q1 | $53K | Buy |
+2,208
| New | +$53K | 0.02% | 379 |
|