LWM
LJI 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 | $306K | Sell |
14,604
-1,600
| -10% | -$33.5K | 0.05% | 140 |
|
|
2025
Q1 | $335K | Sell |
16,204
-380
| -2% | -$7.87K | 0.07% | 123 |
|
|
2024
Q4 | $349K | Sell |
16,584
-2,840
| -15% | -$59.8K | 0.07% | 118 |
|
|
2024
Q3 | $408K | Hold |
19,424
| – | – | 0.08% | 124 |
|
|
2024
Q2 | $409K | Hold |
19,424
| – | – | 0.09% | 115 |
|
|
2024
Q1 | $411K | Buy |
19,424
+50
| +0.3% | +$1.06K | 0.11% | 94 |
|
|
2023
Q4 | $410K | Sell |
19,374
-2,600
| -12% | -$55.1K | 0.11% | 102 |
|
|
2023
Q3 | $461K | Sell |
21,974
-1,404
| -6% | -$29.5K | 0.13% | 83 |
|
|
2023
Q2 | $492K | Sell |
23,378
-5,103
| -18% | -$107K | 0.14% | 77 |
|
|
2023
Q1 | $592K | Sell |
28,481
-1,966
| -6% | -$40.9K | 0.19% | 56 |
|
|
2022
Q4 | $625K | Buy |
+30,447
| New | +$625K | 0.22% | 51 |
|