Ackerman Capital Advisors’s Invesco Trust for Investment Grade New York Municipals VTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,841
| Closed | -$241K | – | 129 |
|
|
2021
Q3 | $241K | Buy |
+17,841
| New | +$241K | 0.06% | 94 |
|
|
2021
Q1 | – | Sell |
-52,765
| Closed | -$689K | – | 142 |
|
|
2020
Q4 | $689K | Sell |
52,765
-26,278
| -33% | -$343K | 0.18% | 55 |
|
|
2020
Q3 | $979K | Buy |
79,043
+1,294
| +2% | +$16K | 0.27% | 37 |
|
|
2020
Q2 | $947K | Buy |
+77,749
| New | +$947K | 0.28% | 37 |
|
|
2019
Q2 | – | Sell |
-18,003
| Closed | -$235 | – | 188 |
|
|
2019
Q1 | $235 | Buy |
+18,003
| New | +$235 | ﹤0.01% | 146 |
|