Avior Wealth Management’s Invesco Municipal Trust VKQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-16,586
| Closed | -$160K | – | 782 |
|
2025
Q1 | $160K | Sell |
16,586
-1,000
| -6% | -$9.65K | 0.01% | 680 |
|
2024
Q4 | $173K | Sell |
17,586
-2,061
| -10% | -$20.2K | 0.01% | 746 |
|
2024
Q3 | $202K | Buy |
19,647
+3,158
| +19% | +$32.4K | 0.01% | 690 |
|
2024
Q2 | $164K | Buy |
16,489
+1,909
| +13% | +$19K | 0.01% | 724 |
|
2024
Q1 | $141K | Buy |
+14,580
| New | +$141K | 0.01% | 817 |
|
2015
Q3 | – | Sell |
-955
| Closed | -$11K | – | 423 |
|
2015
Q2 | $11K | Buy |
955
+200
| +26% | +$2.3K | 0.01% | 262 |
|
2015
Q1 | $10K | Buy |
+755
| New | +$10K | 0.01% | 254 |
|