PWM
Prentice Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-420
| Closed | -$9K | – | 97 |
|
|
2022
Q2 | $9K | Buy |
+420
| New | +$9K | 0.01% | 105 |
|
|
2021
Q4 | – | Sell |
-420
| Closed | -$9K | – | 123 |
|
|
2021
Q3 | $9K | Hold |
420
| – | – | ﹤0.01% | 251 |
|
|
2021
Q2 | $9K | Buy |
420
+42
| +11% | +$900 | ﹤0.01% | 248 |
|
|
2021
Q1 | $8K | Buy |
+378
| New | +$8K | ﹤0.01% | 252 |
|