LGWM
Litman Gregory Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-299
| Closed | -$7K | – | 84 |
|
|
2021
Q1 | $7K | Hold |
299
| – | – | ﹤0.01% | 154 |
|
|
2020
Q4 | $7K | Hold |
299
| – | – | ﹤0.01% | 155 |
|
|
2020
Q3 | $7K | Hold |
299
| – | – | ﹤0.01% | 156 |
|
|
2020
Q2 | $6K | Hold |
299
| – | – | ﹤0.01% | 140 |
|
|
2020
Q1 | $6K | Hold |
299
| – | – | ﹤0.01% | 134 |
|
|
2019
Q4 | $7K | Buy |
+299
| New | +$7K | ﹤0.01% | 157 |
|