WKWM
Walter & Keenan Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,000
| Closed | -$252K | – | 168 |
|
|
2018
Q2 | $252K | Buy |
+11,000
| New | +$252K | 0.11% | 145 |
|
|
2018
Q1 | – | Sell |
-10,000
| Closed | -$230K | – | 177 |
|
|
2017
Q4 | $230K | Hold |
10,000
| – | – | 0.1% | 159 |
|
|
2017
Q3 | $232K | Hold |
10,000
| – | – | 0.11% | 149 |
|
|
2017
Q2 | $231K | Hold |
10,000
| – | – | 0.12% | 139 |
|
|
2017
Q1 | $233K | Buy |
+10,000
| New | +$233K | 0.12% | 131 |
|
|
2016
Q4 | – | Sell |
-12,000
| Closed | -$279K | – | 143 |
|
|
2016
Q3 | $279K | Buy |
+12,000
| New | +$279K | 0.15% | 112 |
|