Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Hold |
585
| – | – | ﹤0.01% | 474 |
|
|
2025
Q1 | $12.1K | Hold |
585
| – | – | ﹤0.01% | 474 |
|
|
2024
Q4 | $12.3K | Hold |
585
| – | – | ﹤0.01% | 480 |
|
|
2024
Q3 | $12.3K | Buy |
+585
| New | +$12.3K | ﹤0.01% | 488 |
|
|
2016
Q2 | – | Sell |
-1,180
| Closed | -$27K | – | 635 |
|
|
2016
Q1 | $27K | Hold |
1,180
| – | – | ﹤0.01% | 459 |
|
|
2015
Q4 | $26K | Buy |
+1,180
| New | +$26K | ﹤0.01% | 489 |
|