ARS Wealth Advisors’s Invesco Trust Investment Grade Municipals VGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $127K | Hold |
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|
2018
Q2 | $132K | Hold |
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|
2018
Q1 | $130K | Hold |
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|
2017
Q4 | $140K | Hold |
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|
2017
Q3 | $143K | Hold |
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|
2017
Q2 | $143K | Sell |
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|
2017
Q1 | $277K | Hold |
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|
2016
Q4 | $272K | Hold |
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|
2016
Q3 | $301K | Hold |
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|
2016
Q2 | $317K | Sell |
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|
2016
Q1 | $313K | Hold |
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|
2015
Q4 | $298K | Hold |
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|
2015
Q3 | $289K | Buy |
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|
2015
Q2 | $270K | Hold |
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|
2015
Q1 | $287K | Hold |
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|
2014
Q4 | $283K | Buy |
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