SWM
SVA Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,369
| Closed | -$326K | – | 201 |
|
|
2019
Q2 | $326K | Buy |
+14,369
| New | +$326K | 0.03% | 174 |
|
|
2014
Q2 | – | Sell |
-49,530
| Closed | -$1.23M | – | 164 |
|
|
2014
Q1 | $1.23M | Buy |
49,530
+7,230
| +17% | +$179K | 0.58% | 46 |
|
|
2013
Q4 | $1.05M | Buy |
+42,300
| New | +$1.05M | 0.63% | 43 |
|