Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $3.02M | Buy |
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|
2024
Q4 | $2.79M | Buy |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $910K | Buy |
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|
2023
Q2 | $979K | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $900K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $178K | Buy |
|