B. Riley Wealth Advisors’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,814
| Closed | -$74.2K | – | 1250 |
|
|
2024
Q3 | $74.2K | Sell |
10,814
-9,009
| -45% | -$61.8K | ﹤0.01% | 1223 |
|
|
2024
Q2 | $126K | Buy |
19,823
+266
| +1% | +$1.69K | ﹤0.01% | 1294 |
|
|
2024
Q1 | $114K | Sell |
19,557
-33
| -0.2% | -$192 | ﹤0.01% | 1346 |
|
|
2023
Q4 | $124K | Buy |
19,590
+33
| +0.2% | +$210 | ﹤0.01% | 1307 |
|
|
2023
Q3 | $114K | Buy |
19,557
+3,900
| +25% | +$22.7K | ﹤0.01% | 1346 |
|
|
2023
Q2 | $97.7K | Hold |
15,657
| – | – | ﹤0.01% | 1436 |
|
|
2023
Q1 | $104K | Hold |
15,657
| – | – | ﹤0.01% | 1377 |
|
|
2022
Q4 | $97.7K | Hold |
15,657
| – | – | ﹤0.01% | 1362 |
|
|
2022
Q3 | $92K | Sell |
15,657
-320
| -2% | -$1.88K | ﹤0.01% | 1332 |
|
|
2022
Q2 | $104K | Hold |
15,977
| – | – | ﹤0.01% | 1122 |
|
|
2022
Q1 | $114K | Hold |
15,977
| – | – | ﹤0.01% | 1283 |
|
|
2021
Q4 | $128K | Buy |
15,977
+2,640
| +20% | +$21.2K | ﹤0.01% | 1316 |
|
|
2021
Q3 | $107K | Buy |
13,337
+1,187
| +10% | +$9.52K | ﹤0.01% | 1331 |
|
|
2021
Q2 | $101K | Buy |
12,150
+1,620
| +15% | +$13.5K | ﹤0.01% | 1312 |
|
|
2021
Q1 | $84K | Buy |
+10,530
| New | +$84K | ﹤0.01% | 1308 |
|
|
2015
Q1 | – | Sell |
-466
| Closed | -$3 | – | 1515 |
|
|
2014
Q4 | $3 | Buy |
+466
| New | +$3 | ﹤0.01% | 3308 |
|
|
2014
Q3 | – | Sell |
-2,453
| Closed | -$17.1K | – | 1481 |
|
|
2014
Q2 | $17.1K | Buy |
+2,453
| New | +$17.1K | ﹤0.01% | 1537 |
|
|
2013
Q3 | – | Sell |
-5,687
| Closed | -$38K | – | 723 |
|
|
2013
Q2 | $38K | Buy |
+5,687
| New | +$38K | 0.01% | 679 |
|