Kingswood Wealth Advisors’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
Q1 | – | Sell |
-24,650
| Closed | -$519K | – | 735 |
|
|
2024
Q4 | $519K | Buy |
+24,650
| New | +$519K | 0.04% | 427 |
|
|
2024
Q3 | – | Sell |
-50,195
| Closed | -$1.06M | – | 672 |
|
|
2024
Q2 | $1.06M | Buy |
+50,195
| New | +$1.06M | 0.1% | 223 |
|
|
2024
Q1 | – | Sell |
-30,582
| Closed | -$648K | – | 625 |
|
|
2023
Q4 | $648K | Buy |
+30,582
| New | +$648K | 0.07% | 287 |
|