Advisornet Financial’s Invesco Value Municipal Income Trust IIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Hold |
1,885
| – | – | ﹤0.01% | 1218 |
|
|
2025
Q1 | $22.6K | Hold |
1,885
| – | – | ﹤0.01% | 1140 |
|
|
2024
Q4 | $22.4K | Hold |
1,885
| – | – | ﹤0.01% | 1091 |
|
|
2024
Q3 | $24.3K | Hold |
1,885
| – | – | ﹤0.01% | 1123 |
|
|
2024
Q2 | $23.3K | Hold |
1,885
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q1 | $22.6K | Sell |
1,885
-5,480
| -74% | -$65.8K | ﹤0.01% | 1037 |
|
|
2023
Q4 | $86.4K | Buy |
7,365
+2,335
| +46% | +$27.4K | 0.01% | 681 |
|
|
2023
Q3 | $52.3K | Sell |
5,030
-500
| -9% | -$5.2K | ﹤0.01% | 772 |
|
|
2023
Q2 | $65.4K | Sell |
5,530
-300
| -5% | -$3.55K | 0.01% | 749 |
|
|
2023
Q1 | $71.1K | Sell |
5,830
-7,221
| -55% | -$88.1K | 0.01% | 702 |
|
|
2022
Q4 | $157K | Buy |
13,051
+400
| +3% | +$4.82K | 0.02% | 524 |
|
|
2022
Q3 | $146K | Sell |
12,651
-1,252
| -9% | -$14.4K | 0.01% | 565 |
|
|
2022
Q2 | $179K | Buy |
13,903
+4,073
| +41% | +$52.4K | 0.02% | 531 |
|
|
2022
Q1 | $137K | Sell |
9,830
-17,970
| -65% | -$250K | 0.01% | 648 |
|
|
2021
Q4 | $474K | Buy |
27,800
+4,000
| +17% | +$68.2K | 0.03% | 406 |
|
|
2021
Q3 | $388K | Buy |
23,800
+300
| +1% | +$4.89K | 0.03% | 414 |
|
|
2021
Q2 | $388K | Buy |
23,500
+1,500
| +7% | +$24.8K | 0.03% | 428 |
|
|
2021
Q1 | $345K | Buy |
22,000
+13,500
| +159% | +$212K | 0.02% | 432 |
|
|
2020
Q4 | $133K | Sell |
8,500
-5,250
| -38% | -$82.1K | 0.01% | 604 |
|
|
2020
Q3 | $202K | Buy |
13,750
+1,900
| +16% | +$27.9K | 0.02% | 488 |
|
|
2020
Q2 | $171K | Buy |
11,850
+1,400
| +13% | +$20.2K | 0.01% | 524 |
|
|
2020
Q1 | $148K | Buy |
10,450
+900
| +9% | +$12.7K | 0.01% | 522 |
|
|
2019
Q4 | $146K | Sell |
9,550
-633
| -6% | -$9.68K | 0.01% | 581 |
|
|
2019
Q3 | $156K | Sell |
10,183
-1,217
| -11% | -$18.6K | 0.01% | 561 |
|
|
2019
Q2 | $174K | Buy |
+11,400
| New | +$174K | 0.02% | 474 |
|