Plante Moran Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Hold |
0
| – | – | – | 809 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 869 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 929 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 957 |
|
2021
Q1 | – | Sell |
-205
| Closed | -$5K | – | 1004 |
|
2020
Q4 | $5K | Buy |
+205
| New | +$5K | ﹤0.01% | 691 |
|
2019
Q2 | – | Sell |
-2,041
| Closed | -$46K | – | 775 |
|
2019
Q1 | $46K | Buy |
+2,041
| New | +$46K | 0.01% | 350 |
|