WWM
WT Wealth Management’s Invesco Senior Loan ETF BKLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.12M | Buy |
150,633
+79,660
| +112% | +$1.65M | 1.01% | 30 |
|
|
2024
Q4 | $1.5M | Sell |
70,973
-5,041
| -7% | -$106K | 0.47% | 58 |
|
|
2024
Q3 | $1.61M | Sell |
76,014
-112,945
| -60% | -$2.39M | 0.51% | 58 |
|
|
2024
Q2 | $3.98M | Sell |
188,959
-64,988
| -26% | -$1.37M | 1.36% | 23 |
|
|
2024
Q1 | $5.37M | Buy |
253,947
+99
| +0% | +$2.09K | 1.92% | 13 |
|
|
2023
Q4 | $5.38M | Sell |
253,848
-29,880
| -11% | -$633K | 2.12% | 13 |
|
|
2023
Q3 | $5.96M | Buy |
283,728
+64,991
| +30% | +$1.36M | 2.55% | 9 |
|
|
2023
Q2 | $4.6M | Buy |
218,737
+160,591
| +276% | +$3.38M | 1.91% | 11 |
|
|
2023
Q1 | $1.21M | Buy |
+58,146
| New | +$1.21M | 0.52% | 59 |
|
|
2020
Q1 | – | Sell |
-11,000
| Closed | -$251K | – | 66 |
|
|
2019
Q4 | $251K | Buy |
+11,000
| New | +$251K | 0.19% | 81 |
|