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Raab & Moskowitz Asset Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Raab & Moskowitz Asset Management’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,000
Closed -$22K – 173
2019
Q4 		$22K Buy
+1,000
New +$22.6K 0.01% 330
2018
Q4 		– Sell
-3,717
Closed -$86K – 194
2018
Q3 		$86K Sell
3,717
-20,445
-85% -$471K 0.04% 213
2018
Q2 		$553K Buy
24,162
+400
+2% +$9.22K 0.26% 99
2018
Q1 		$549K Buy
23,762
+3,251
+16% +$75.2K 0.27% 98
2017
Q4 		$472K Sell
20,511
-2,145
-9% -$49.5K 0.23% 105
2017
Q3 		$523K Hold
22,656
– – 0.25% 99
2017
Q2 		$524K Buy
22,656
+2,001
+10% +$46.5K 0.26% 92
2017
Q1 		$480K Buy
20,655
+2,054
+11% +$47.9K 0.25% 94
2016
Q4 		$434K Buy
+18,601
New +$431K 0.24% 97
2015
Q1 		– Sell
-400
Closed -$10K – 143
2014
Q4 		$10K Buy
+400
New +$9.68K 0.01% 324

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NSLI
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Fidelity International
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return