Advisornet Financial’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 |
-500
| Closed | -$5.13K | – | 2257 |
|
|
2024
Q3 | $5.13K | Hold |
500
| – | – | ﹤0.01% | 1567 |
|
|
2024
Q2 | $4.98K | Hold |
500
| – | – | ﹤0.01% | 1452 |
|
|
2024
Q1 | $4.85K | Hold |
500
| – | – | ﹤0.01% | 1447 |
|
|
2023
Q4 | $4.77K | Sell |
500
-330
| -40% | -$3.15K | ﹤0.01% | 1494 |
|
|
2023
Q3 | $6.92K | Sell |
830
-660
| -44% | -$5.5K | ﹤0.01% | 1330 |
|
|
2023
Q2 | $14.1K | Hold |
1,490
| – | – | ﹤0.01% | 1228 |
|
|
2023
Q1 | $14.8K | Hold |
1,490
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q4 | $14.8K | Hold |
1,490
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q3 | $14K | Hold |
1,490
| – | – | ﹤0.01% | 1226 |
|
|
2022
Q2 | $15K | Buy |
1,490
+830
| +126% | +$8.36K | ﹤0.01% | 1231 |
|
|
2022
Q1 | $8K | Sell |
660
-1,340
| -67% | -$16.2K | ﹤0.01% | 1495 |
|
|
2021
Q4 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 1211 |
|
|
2021
Q3 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 1171 |
|
|
2021
Q2 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 1149 |
|
|
2021
Q1 | $26K | Hold |
2,000
| – | – | ﹤0.01% | 1114 |
|
|
2020
Q4 | $26K | Sell |
2,000
-500
| -20% | -$6.5K | ﹤0.01% | 1051 |
|
|
2020
Q3 | $30K | Hold |
2,500
| – | – | ﹤0.01% | 975 |
|
|
2020
Q2 | $29K | Buy |
2,500
+1,000
| +67% | +$11.6K | ﹤0.01% | 992 |
|
|
2020
Q1 | $18K | Buy |
1,500
+1,000
| +200% | +$12K | ﹤0.01% | 1091 |
|
|
2019
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 1509 |
|
|
2019
Q3 | $6K | Sell |
500
-2,800
| -85% | -$33.6K | ﹤0.01% | 1516 |
|
|
2019
Q2 | $41K | Buy |
+3,300
| New | +$41K | ﹤0.01% | 865 |
|