Apriem Advisors’s Invesco California Value Municipal Income Trust VCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $441K | Sell |
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|
2020
Q1 | $509K | Buy |
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|
2019
Q4 | $447K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $617K | Buy |
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|
2019
Q1 | $601K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $71K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $74K | Hold |
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|
2016
Q4 | $73K | Hold |
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|
2016
Q3 | $83K | Sell |
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|
2016
Q2 | $155K | Hold |
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|
2016
Q1 | $148K | Hold |
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|
2015
Q4 | $141K | Hold |
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|
2015
Q3 | $134K | Hold |
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|
2015
Q2 | $132K | Hold |
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|
2015
Q1 | $142K | Hold |
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|
2014
Q4 | $137K | Hold |
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|
2014
Q3 | $130K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $126K | Hold |
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|
2013
Q4 | $121K | Hold |
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|
2013
Q3 | $120K | Hold |
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|
2013
Q2 | $128K | Buy |
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