Adapt Wealth Advisors’s Invesco Senior Income Trust VVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.21M | Buy |
2,159,530
+129,285
| +6% | +$491K | 3.67% | 13 |
|
2025
Q1 | $7.61M | Buy |
2,030,245
+492,938
| +32% | +$1.85M | 3.71% | 12 |
|
2024
Q4 | $6.07M | Sell |
1,537,307
-104,745
| -6% | -$414K | 2.99% | 14 |
|
2024
Q3 | $6.68M | Buy |
1,642,052
+267,962
| +20% | +$1.09M | 3.58% | 9 |
|
2024
Q2 | $5.92M | Buy |
1,374,090
+218,592
| +19% | +$942K | 3.71% | 7 |
|
2024
Q1 | $4.95M | Buy |
+1,155,498
| New | +$4.95M | 3.52% | 10 |
|