Ironwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.7K | Buy |
3,811
+2,774
| +268% | +$58K | 0.03% | 36 |
|
|
2025
Q1 | $21.5K | Hold |
1,037
| – | – | 0.01% | 39 |
|
|
2024
Q4 | $21.9K | Buy |
1,037
+11
| +1% | +$232 | 0.01% | 40 |
|
|
2024
Q3 | $21.6K | Hold |
1,026
| – | – | 0.01% | 41 |
|
|
2024
Q2 | $21.6K | Sell |
1,026
-3,280
| -76% | -$69K | 0.01% | 40 |
|
|
2024
Q1 | $91.1K | Sell |
4,306
-6,503
| -60% | -$138K | 0.03% | 37 |
|
|
2023
Q4 | $229K | Buy |
10,809
+1,404
| +15% | +$29.7K | 0.08% | 33 |
|
|
2023
Q3 | $197K | Sell |
9,405
-5,972
| -39% | -$125K | 0.08% | 35 |
|
|
2023
Q2 | $324K | Buy |
15,377
+529
| +4% | +$11.1K | 0.12% | 30 |
|
|
2023
Q1 | $309K | Sell |
14,848
-40
| -0.3% | -$832 | 0.12% | 31 |
|
|
2022
Q4 | $306K | Buy |
14,888
+12,594
| +549% | +$259K | 0.13% | 32 |
|
|
2022
Q3 | $46K | Hold |
2,294
| – | – | 0.02% | 43 |
|
|
2022
Q2 | $46K | Sell |
2,294
-207
| -8% | -$4.15K | 0.02% | 43 |
|
|
2022
Q1 | $54K | Buy |
2,501
+12
| +0.5% | +$259 | 0.02% | 41 |
|
|
2021
Q4 | $55K | Hold |
2,489
| – | – | 0.02% | 38 |
|
|
2021
Q3 | $55K | Hold |
2,489
| – | – | 0.03% | 38 |
|
|
2021
Q2 | $55K | Buy |
2,489
+6
| +0.2% | +$133 | 0.03% | 38 |
|
|
2021
Q1 | $55K | Sell |
2,483
-24
| -1% | -$532 | 0.04% | 36 |
|
|
2020
Q4 | $56K | Sell |
2,507
-536
| -18% | -$12K | 0.03% | 36 |
|
|
2020
Q3 | $65K | Hold |
3,043
| – | – | 0.05% | 27 |
|
|
2020
Q2 | $65K | Buy |
3,043
+3,034
| +33,711% | +$64.8K | 0.05% | 27 |
|
|
2020
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 51 |
|