WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73K | Sell |
3,491
-59
| -2% | -$1.23K | 0.01% | 404 |
|
|
2025
Q1 | $73.5K | Sell |
3,550
-179
| -5% | -$3.71K | 0.01% | 393 |
|
|
2024
Q4 | $78.6K | Buy |
3,729
+2
| +0.1% | +$42 | 0.01% | 360 |
|
|
2024
Q3 | $78.3K | Buy |
3,727
+12
| +0.3% | +$252 | 0.01% | 367 |
|
|
2024
Q2 | $78.2K | Sell |
3,715
-200
| -5% | -$4.21K | 0.01% | 340 |
|
|
2024
Q1 | $82.8K | Sell |
3,915
-1,328
| -25% | -$28.1K | 0.01% | 331 |
|
|
2023
Q4 | $111K | Sell |
5,243
-55
| -1% | -$1.17K | 0.02% | 317 |
|
|
2023
Q3 | $111K | Buy |
5,298
+17
| +0.3% | +$357 | 0.02% | 334 |
|
|
2023
Q2 | $111K | Sell |
5,281
-845
| -14% | -$17.8K | 0.02% | 332 |
|
|
2023
Q1 | $127K | Sell |
6,126
-12,068
| -66% | -$251K | 0.02% | 312 |
|
|
2022
Q4 | $374K | Hold |
18,194
| – | – | 0.07% | 224 |
|
|
2022
Q3 | $367K | Buy |
18,194
+379
| +2% | +$7.65K | 0.07% | 229 |
|
|
2022
Q2 | $361K | Hold |
17,815
| – | – | 0.07% | 230 |
|
|
2022
Q1 | $388K | Sell |
17,815
-1,630
| -8% | -$35.5K | 0.06% | 261 |
|
|
2021
Q4 | $430K | Buy |
19,445
+7,684
| +65% | +$170K | 0.07% | 202 |
|
|
2021
Q3 | $260K | Buy |
+11,761
| New | +$260K | 0.07% | 201 |
|