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MWM
Mascoma Wealth Management’s
Invesco Senior Loan ETF
BKLN
Stock Holding History
Mascoma Wealth Management’s Portfolio
BKLN Stock Details
BKLN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-4,327
Closed
-$98K
–
109
2019
Q2
$98K
Hold
4,327
–
–
0.06%
116
2019
Q1
$98K
Hold
4,327
–
–
0.07%
107
2018
Q4
$94K
Hold
4,327
–
–
0.07%
108
2018
Q3
$100K
Buy
+4,327
New
+$99.8K
0.07%
123
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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