Number of Shares
401,800.00
Current Holdings Value*
$8.42 Mil
% of Portfolio
6.47%
Total Estimate Gain
$-351,982.36
% of Total Estimate Gain
-2.44%

2020 Lifetime Blend Portfolio's Invesco Senior Loan ETF Holding Summary

As of 2025-02-28, 2020 Lifetime Blend Portfolio held 401,800.00 shares of Invesco Senior Loan ETF(BKLN), totaling $8.42 Mil. This investment constitutes 6.47% of their stock portfolio, and 2020 Lifetime Blend Portfolio now holds 0.12% of the outstanding Invesco Senior Loan ETF(BKLN) stock.

The initial trade took place in 2019Q4. And since then 2020 Lifetime Blend Portfolio has made 14 purchases of BKLN, at an average price of $21.41, for a total of 673,134.00 shares. In addition, there have been 6 sales at an average price of $20.68 for 271,334.00 shares. Based on historical transaction data and BKLN's current price of $21.02, 2020 Lifetime Blend Portfolio's estimated gain on his BKLN holdings is $-351,982.36, reflecting a -2.44% gain to date.

2020 Lifetime Blend Portfolio BKLN ($21.02) Holding Chart

2020 Lifetime Blend Portfolio BKLN ($21.02) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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