Ackerman Capital Advisors’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,325
| Closed | -$137K | – | 109 |
|
|
2024
Q3 | $137K | Buy |
+13,325
| New | +$137K | 0.04% | 96 |
|
|
2022
Q4 | – | Sell |
-15,689
| Closed | -$143K | – | 119 |
|
|
2022
Q3 | $143K | Sell |
15,689
-21,465
| -58% | -$196K | 0.04% | 95 |
|
|
2022
Q2 | $377K | Sell |
37,154
-3,664
| -9% | -$37.2K | 0.1% | 75 |
|
|
2022
Q1 | $470K | Buy |
+40,818
| New | +$470K | 0.11% | 72 |
|
|
2021
Q3 | – | Sell |
-25,048
| Closed | -$344K | – | 142 |
|
|
2021
Q2 | $344K | Buy |
+25,048
| New | +$344K | 0.08% | 83 |
|
|
2021
Q1 | – | Sell |
-20,552
| Closed | -$263K | – | 141 |
|
|
2020
Q4 | $263K | Buy |
+20,552
| New | +$263K | 0.07% | 97 |
|
|
2020
Q1 | – | Sell |
-20,206
| Closed | -$250K | – | 198 |
|
|
2019
Q4 | $250K | Buy |
+20,206
| New | +$250K | 0.07% | 172 |
|