KWM
Kingsview Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
164,591
+72,406
| +79% | +$1.51M | 0.06% | 311 |
|
|
2025
Q1 | $1.91M | Buy |
92,185
+26,106
| +40% | +$540K | 0.04% | 398 |
|
|
2024
Q4 | $1.39M | Buy |
66,079
+8,722
| +15% | +$184K | 0.03% | 475 |
|
|
2024
Q3 | $1.21M | Sell |
57,357
-2,292
| -4% | -$48.2K | 0.03% | 489 |
|
|
2024
Q2 | $1.26M | Sell |
59,649
-2,594
| -4% | -$54.6K | 0.03% | 451 |
|
|
2024
Q1 | $1.32M | Buy |
62,243
+2,909
| +5% | +$61.5K | 0.03% | 435 |
|
|
2023
Q4 | $1.26M | Sell |
59,334
-7,290
| -11% | -$154K | 0.04% | 401 |
|
|
2023
Q3 | $1.4M | Buy |
66,624
+36,286
| +120% | +$762K | 0.05% | 355 |
|
|
2023
Q2 | $638K | Sell |
30,338
-8,924
| -23% | -$188K | 0.03% | 531 |
|
|
2023
Q1 | $817K | Sell |
39,262
-1,935
| -5% | -$40.2K | 0.03% | 447 |
|
|
2022
Q4 | $846K | Sell |
41,197
-4,079
| -9% | -$83.7K | 0.04% | 379 |
|
|
2022
Q3 | $914K | Sell |
45,276
-1,500
| -3% | -$30.3K | 0.04% | 347 |
|
|
2022
Q2 | $948K | Sell |
46,776
-2,061
| -4% | -$41.8K | 0.05% | 379 |
|
|
2022
Q1 | $1.06M | Buy |
48,837
+3,261
| +7% | +$71K | 0.05% | 375 |
|
|
2021
Q4 | $1.01M | Buy |
45,576
+20,795
| +84% | +$459K | 0.04% | 399 |
|
|
2021
Q3 | $548K | Buy |
24,781
+10,061
| +68% | +$222K | 0.03% | 520 |
|
|
2021
Q2 | $326K | Buy |
14,720
+230
| +2% | +$5.09K | 0.02% | 673 |
|
|
2021
Q1 | $321K | Buy |
14,490
+1,757
| +14% | +$38.9K | 0.02% | 618 |
|
|
2020
Q4 | $284K | Sell |
12,733
-5,862
| -32% | -$131K | 0.02% | 564 |
|
|
2020
Q3 | $404K | Sell |
18,595
-82,686
| -82% | -$1.8M | 0.04% | 414 |
|
|
2020
Q2 | $2.16M | Buy |
101,281
+15,322
| +18% | +$327K | 0.22% | 114 |
|
|
2020
Q1 | $1.76M | Sell |
85,959
-43,178
| -33% | -$884K | 0.24% | 109 |
|
|
2019
Q4 | $2.95M | Sell |
129,137
-108,248
| -46% | -$2.47M | 0.37% | 78 |
|
|
2019
Q3 | $5.36M | Buy |
237,385
+33,874
| +17% | +$765K | 0.84% | 20 |
|
|
2019
Q2 | $4.61M | Sell |
203,511
-76
| -0% | -$1.72K | 0.77% | 28 |
|
|
2019
Q1 | $4.61M | Sell |
203,587
-30,474
| -13% | -$690K | 0.7% | 27 |
|
|
2018
Q4 | $5.1M | Buy |
234,061
+54,880
| +31% | +$1.2M | 1.11% | 13 |
|
|
2018
Q3 | $4.15M | Buy |
179,181
+21,133
| +13% | +$490K | 0.84% | 25 |
|
|
2018
Q2 | $3.62M | Buy |
158,048
+2,914
| +2% | +$66.7K | 0.86% | 26 |
|
|
2018
Q1 | $3.59M | Buy |
155,134
+37,086
| +31% | +$858K | 0.89% | 26 |
|
|
2017
Q4 | $2.72M | Buy |
118,048
+10,337
| +10% | +$238K | 0.97% | 19 |
|
|
2017
Q3 | $2.5M | Buy |
107,711
+17,756
| +20% | +$411K | 1.1% | 17 |
|
|
2017
Q2 | $2.08M | Buy |
89,955
+35,638
| +66% | +$825K | 1.07% | 17 |
|
|
2017
Q1 | $1.26M | Buy |
+54,317
| New | +$1.26M | 0.75% | 33 |
|