B. Riley Wealth Advisors’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,538
| Closed | -$153K | – | 1611 |
|
|
2024
Q1 | $153K | Buy |
+18,538
| New | +$153K | ﹤0.01% | 1313 |
|
|
2023
Q4 | – | Sell |
-18,538
| Closed | -$153K | – | 1511 |
|
|
2023
Q3 | $153K | Sell |
18,538
-1,614
| -8% | -$13.3K | ﹤0.01% | 1313 |
|
|
2023
Q2 | $191K | Sell |
20,152
-97
| -0.5% | -$918 | ﹤0.01% | 1366 |
|
|
2023
Q1 | $199K | Sell |
20,249
-194
| -0.9% | -$1.9K | 0.01% | 1308 |
|
|
2022
Q4 | $203K | Buy |
20,443
+194
| +1% | +$1.92K | 0.01% | 1260 |
|
|
2022
Q3 | $185K | Buy |
+20,249
| New | +$185K | 0.01% | 1242 |
|
|
2021
Q4 | – | Sell |
-15,389
| Closed | -$210K | – | 1498 |
|
|
2021
Q3 | $210K | Buy |
+15,389
| New | +$210K | 0.01% | 1226 |
|