Michelson Medical Research Foundation’s Invesco Senior Loan ETF BKLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-600,610
Closed -$12.7M 26
2024
Q1
$12.7M Hold
600,610
7.7% 3
2023
Q4
$12.7M Hold
600,610
8.39% 2
2023
Q3
$12.6M Hold
600,610
8.51% 3
2023
Q2
$12.6M Hold
600,610
8.99% 3
2023
Q1
$12.5M Buy
600,610
+508,080
+549% +$10.6M 9.8% 4
2022
Q4
$1.4M Buy
+92,530
New +$1.4M 0.9% 21