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Leonard Rickey Investment Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History

Leonard Rickey Investment Advisors’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
2019
Q2 		– Sell
-14,210
Closed -$322K – 78
2019
Q1 		$322K Buy
14,210
+6
+0% +$136 0.23% 47
2018
Q4 		$309K Buy
+14,204
New +$323K 0.25% 44

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Leonard Rickey Investment Advisors's BKLN Position: Q2 2019 in Review

Leonard Rickey Investment Advisors sold out of Invesco Senior Loan ETF (BKLN) in Q2 2019, closing a stake of 14,210 shares — an estimated $322K sold.

Leonard Rickey Investment Advisors first reported a position in BKLN in Q4 2018 and held it in 2 quarters. The position peaked at $322K in Q1 2019. 349 funds tracked by Wall St. Rank hold BKLN as of Q2 2019.

  • Leonard Rickey Investment Advisors reported no remaining Invesco Senior Loan ETF position as of Q2 2019 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 14,210 Invesco Senior Loan ETF shares in Q2 2019, an estimated $322K.
  • Leonard Rickey Investment Advisors first reported a position in Invesco Senior Loan ETF in Q4 2018 and held it in 2 quarters.
  • Leonard Rickey Investment Advisors's Invesco Senior Loan ETF position peaked at $322K in Q1 2019.
  • 349 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q2 2019.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.