Ackerman Capital Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $256K | Buy |
27,917
+17,706
| +173% | +$163K | 0.06% | 91 |
|
2025
Q1 | $96.9K | Buy |
+10,211
| New | +$96.9K | 0.03% | 107 |
|
2024
Q4 | – | Sell |
-15,647
| Closed | -$161K | – | 110 |
|
2024
Q3 | $161K | Buy |
+15,647
| New | +$161K | 0.04% | 95 |
|
2023
Q4 | – | Sell |
-19,424
| Closed | -$160K | – | 115 |
|
2023
Q3 | $160K | Buy |
+19,424
| New | +$160K | 0.04% | 92 |
|
2022
Q2 | – | Sell |
-15,565
| Closed | -$178K | – | 130 |
|
2022
Q1 | $178K | Buy |
+15,565
| New | +$178K | 0.04% | 109 |
|
2021
Q3 | – | Sell |
-21,998
| Closed | -$299K | – | 143 |
|
2021
Q2 | $299K | Buy |
+21,998
| New | +$299K | 0.07% | 95 |
|
2020
Q1 | – | Sell |
-38,172
| Closed | -$472K | – | 199 |
|
2019
Q4 | $472K | Buy |
+38,172
| New | +$472K | 0.14% | 90 |
|